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 | $206,153 | $163,101+26.4% | $136,749+50.8% | $142,382+44.8% |
| Participation rate | 28.6% | 78.2%-49.7pp | 72.1%-43.6pp | 80.1%-51.5pp |
| Annual return | 18.68% | 27.54%-8.9pp | 24.33%-5.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $641 | $4,117-84.4% | $3,400-81.2% | $4,299-85.1% |
| Participant deferral / active EE | $2,757 | $5,585-50.6% | $4,692-41.3% | $6,507-57.6% |
| Admin fee / account holder | $37 | $14,318-99.7% | $11,386-99.7% | $12,624-99.7% |