See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,663 | $198,466-68.9% | $170,442-63.8% | $147,584-58.2% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 16.61% | 257.29%-240.7pp | 205.93%-189.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,039 | $6,184-83.2% | $5,433-80.9% | $4,876-78.7% |
| Participant deferral / active EE | $3,148 | $5,629-44.1% | $4,939-36.3% | $5,439-42.1% |
| Admin fee / account holder | $186 | $16,852-98.9% | $13,880-98.7% | $10,885-98.3% |