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 7-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 | $74,698 | $159,602-53.2% | $150,045-50.2% | $142,382-47.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 17.25% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $832 | $4,961-83.2% | $4,693-82.3% | $4,299-80.7% |
| Participant deferral / active EE | $3,892 | $8,310-53.2% | $7,997-51.3% | $6,507-40.2% |
| Admin fee / account holder | $170 | $14,846-98.9% | $13,435-98.7% | $12,624-98.7% |