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 | $82,964 | $91,552-9.4% | $133,956-38.1% | $79,858+3.9% |
| Participation rate | 58.5% | 73.3%-14.9pp | 79.8%-21.4pp | 69.6%-11.2pp |
| Annual return | 19.34% | 61.85%-42.5pp | 45.09%-25.8pp | 31.71%-12.4pp |
| Employer contribution / active EE | $503 | $2,384-78.9% | $3,919-87.2% | $2,471-79.7% |
| Participant deferral / active EE | $2,142 | $3,733-42.6% | $5,048-57.6% | $3,740-42.7% |
| Admin fee / account holder | $82 | $6,321-98.7% | $8,927-99.1% | $5,306-98.5% |