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 | $185,938 | $149,679+24.2% | $117,039+58.9% | $147,584+26.0% |
| Participation rate | 16.7% | 83.5%-66.8pp | 77.2%-60.5pp | 82.8%-66.2pp |
| Annual return | 13.21% | 19.31%-6.1pp | 18.95%-5.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $618 | $4,937-87.5% | $3,785-83.7% | $4,876-87.3% |
| Participant deferral / active EE | $4,000 | $4,912-18.6% | $3,929+1.8% | $5,439-26.5% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |