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 | $53,919 | $87,841-38.6% | $133,980-59.8% | $62,891-14.3% |
| Participation rate | 61.5% | 83.4%-21.8pp | 87.1%-25.5pp | 69.3%-7.8pp |
| Annual return | 6.41% | 12.05%-5.6pp | 29.30%-22.9pp | 20.14%-13.7pp |
| Employer contribution / active EE | $451 | $3,483-87.0% | $5,211-91.3% | $2,281-80.2% |
| Participant deferral / active EE | $3,642 | $4,812-24.3% | $6,282-42.0% | $3,203+13.7% |
| Admin fee / account holder | $0 | $5,371-100.0% | $9,324-100.0% | $4,296-100.0% |