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 | $55,179 | $58,512-5.7% | $84,015-34.3% | $72,985-24.4% |
| Participation rate | 55.6% | 61.2%-5.7pp | 69.0%-13.5pp | 69.5%-13.9pp |
| Annual return | 26.12% | 28.93%-2.8pp | 71.31%-45.2pp | 81.00%-54.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,239 | $2,394-48.2% | $3,239-61.7% | $3,607-65.7% |
| Admin fee / account holder | $24 | $4,569-99.5% | $6,101-99.6% | $5,124-99.5% |