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 8-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 | $55,949 | $99,652-43.9% | $78,778-29.0% | $147,584-62.1% |
| Participation rate | 10.5% | 76.2%-65.7pp | 69.2%-58.7pp | 82.8%-72.3pp |
| Annual return | 21.18% | 47.28%-26.1pp | 35.62%-14.4pp | 578.55%-557.4pp |
| Employer contribution / active EE | $126 | $2,796-95.5% | $1,986-93.7% | $4,876-97.4% |
| Participant deferral / active EE | $1,504 | $3,664-59.0% | $2,958-49.2% | $5,439-72.4% |
| Admin fee / account holder | $14 | $7,155-99.8% | $5,134-99.7% | $10,885-99.9% |