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 | $89,404 | $202,318-55.8% | $172,739-48.2% | $152,861-41.5% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.4%-42.4pp |
| Annual return | 25.62% | 1029.65%-1004.0pp | 802.84%-777.2pp | 345.32%-319.7pp |
| Employer contribution / active EE | $856 | $5,856-85.4% | $5,143-83.4% | $4,762-82.0% |
| Participant deferral / active EE | $2,213 | $5,948-62.8% | $5,198-57.4% | $5,850-62.2% |
| Admin fee / account holder | $93 | $17,109-99.5% | $13,954-99.3% | $11,596-99.2% |