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 9-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 | $145,171 | $96,484+50.5% | $75,886+91.3% | $152,861-5.0% |
| Participation rate | 16.7% | 76.2%-59.5pp | 69.3%-52.6pp | 82.4%-65.8pp |
| Annual return | 29.87% | 33.98%-4.1pp | 30.76%-0.9pp | 345.32%-315.4pp |
| Employer contribution / active EE | $270 | $3,309-91.8% | $2,500-89.2% | $4,762-94.3% |
| Participant deferral / active EE | $3,587 | $4,553-21.2% | $3,603-0.4% | $5,850-38.7% |
| Admin fee / account holder | $209 | $8,078-97.4% | $5,418-96.1% | $11,596-98.2% |