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 | $233,330 | $51,576+352.4% | $129,207+80.6% | $80,856+188.6% |
| Participation rate | 7.4% | 57.0%-49.6pp | 69.6%-62.2pp | 67.6%-60.2pp |
| Annual return | 18.24% | 20.81%-2.6pp | 9417.33%-9399.1pp | 35.59%-17.4pp |
| Employer contribution / active EE | $280 | $1,584-82.4% | $4,153-93.3% | $2,755-89.9% |
| Participant deferral / active EE | $849 | $2,669-68.2% | $4,168-79.6% | $4,296-80.2% |
| Admin fee / account holder | $0 | $4,305-100.0% | $7,715-100.0% | $6,918-100.0% |