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 | $89,203 | $77,813+14.6% | $123,544-27.8% | $64,186+39.0% |
| Participation rate | 56.0% | 74.7%-18.7pp | 82.3%-26.3pp | 69.6%-13.6pp |
| Annual return | -7.39% | 12.48%-19.9pp | 119.20%-126.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $366 | $3,014-87.9% | $4,628-92.1% | $2,381-84.6% |
| Participant deferral / active EE | $5,942 | $5,240+13.4% | $6,426-7.5% | $3,470+71.3% |
| Admin fee / account holder | $13 | $5,519-99.8% | $9,284-99.9% | $4,888-99.7% |