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 | $110,579 | $110,257+0.3% | $96,544+14.5% | $139,434-20.7% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.6pp | 80.3%-47.0pp |
| Annual return | 24.66% | 26.32%-1.7pp | 25.84%-1.2pp | 372.94%-348.3pp |
| Employer contribution / active EE | $631 | $3,620-82.6% | $2,965-78.7% | $4,751-86.7% |
| Participant deferral / active EE | $10,000 | $5,548+80.3% | $4,851+106.1% | $6,710+49.0% |
| Admin fee / account holder | $218 | $11,591-98.1% | $8,252-97.4% | $11,403-98.1% |