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 | $27,999 | $56,897-50.8% | $84,750-67.0% | $62,891-55.5% |
| Participation rate | 62.5% | 68.5%-6.0pp | 76.6%-14.1pp | 69.3%-6.8pp |
| Annual return | 8.43% | 6.30%+2.1pp | 22.78%-14.4pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,468 | $2,709-45.8% | $3,712-60.5% | $3,203-54.2% |
| Admin fee / account holder | $4 | $3,581-99.9% | $5,332-99.9% | $4,296-99.9% |