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 | $95,030 | $83,337+14.0% | $67,834+40.1% | $273,961-65.3% |
| Participation rate | 8.7% | 76.4%-67.7pp | 68.8%-60.1pp | 83.0%-74.3pp |
| Annual return | 262.12% | 259.45%+2.7pp | 138.47%+123.6pp | 41.45%+220.7pp |
| Employer contribution / active EE | $255 | $3,287-92.2% | $2,403-89.4% | $4,869-94.8% |
| Participant deferral / active EE | $1,565 | $4,088-61.7% | $3,160-50.5% | $5,287-70.4% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |