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 | $43,471 | $96,484-54.9% | $75,886-42.7% | $152,861-71.6% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.3%-29.3pp | 82.4%-42.4pp |
| Annual return | 19.58% | 33.98%-14.4pp | 30.76%-11.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $382 | $3,309-88.5% | $2,500-84.7% | $4,762-92.0% |
| Participant deferral / active EE | $1,826 | $4,553-59.9% | $3,603-49.3% | $5,850-68.8% |
| Admin fee / account holder | $160 | $8,078-98.0% | $5,418-97.0% | $11,596-98.6% |