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 | $34,137 | $95,453-64.2% | $112,040-69.5% | $82,448-58.6% |
| Participation rate | 32.6% | 72.8%-40.2pp | 76.5%-43.9pp | 68.1%-35.5pp |
| Annual return | 32.41% | 23.92%+8.5pp | 24.52%+7.9pp | 41.64%-9.2pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,580 | $4,224-15.2% | $5,098-29.8% | $4,139-13.5% |
| Admin fee / account holder | $281 | $9,013-96.9% | $12,098-97.7% | $7,234-96.1% |