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 10-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 | $66,010 | $98,240-32.8% | $82,313-19.8% | $147,584-55.3% |
| Participation rate | 20.8% | 79.7%-58.9pp | 76.9%-56.1pp | 82.8%-62.0pp |
| Annual return | 20.86% | 30.85%-10.0pp | 25.88%-5.0pp | 578.55%-557.7pp |
| Employer contribution / active EE | $509 | $3,192-84.1% | $2,428-79.1% | $4,876-89.6% |
| Participant deferral / active EE | $1,912 | $4,383-56.4% | $3,706-48.4% | $5,439-64.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |