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 | $65,742 | $93,071-29.4% | $74,583-11.9% | $273,961-76.0% |
| Participation rate | 14.3% | 74.9%-60.7pp | 68.1%-53.8pp | 83.0%-68.7pp |
| Annual return | 13.27% | 26.18%-12.9pp | 20.47%-7.2pp | 41.45%-28.2pp |
| Employer contribution / active EE | $30 | $3,160-99.1% | $2,525-98.8% | $4,869-99.4% |
| Participant deferral / active EE | $682 | $4,160-83.6% | $3,458-80.3% | $5,287-87.1% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |