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 7-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 | $184,374 | $91,552+101.4% | $133,956+37.6% | $79,858+130.9% |
| Participation rate | 40.0% | 73.3%-33.3pp | 79.8%-39.8pp | 69.6%-29.6pp |
| Annual return | 17.17% | 61.85%-44.7pp | 45.09%-27.9pp | 31.71%-14.5pp |
| Employer contribution / active EE | $56 | $2,384-97.7% | $3,919-98.6% | $2,471-97.7% |
| Participant deferral / active EE | $1,985 | $3,733-46.8% | $5,048-60.7% | $3,740-46.9% |
| Admin fee / account holder | $200 | $6,321-96.8% | $8,927-97.8% | $5,306-96.2% |