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 6-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 | $58,912 | $87,166-32.4% | $76,735-23.2% | $137,256-57.1% |
| Participation rate | 17.4% | 74.4%-57.0pp | 69.5%-52.1pp | 80.0%-62.6pp |
| Annual return | 12.23% | 26.50%-14.3pp | 29.77%-17.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $471 | $2,904-83.8% | $2,454-80.8% | $4,156-88.7% |
| Participant deferral / active EE | $2,226 | $4,726-52.9% | $4,088-45.5% | $6,407-65.2% |
| Admin fee / account holder | $0 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |