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 6-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 | $75,725 | $111,814-32.3% | $103,374-26.7% | $145,959-48.1% |
| Participation rate | 21.1% | 77.9%-56.9pp | 74.5%-53.5pp | 80.3%-59.2pp |
| Annual return | 13.72% | 24.77%-11.1pp | 24.89%-11.2pp | 561.95%-548.2pp |
| Employer contribution / active EE | $127 | $4,214-97.0% | $3,869-96.7% | $4,661-97.3% |
| Participant deferral / active EE | $2,674 | $5,618-52.4% | $5,058-47.1% | $6,689-60.0% |
| Admin fee / account holder | $38 | $9,754-99.6% | $8,394-99.5% | $13,398-99.7% |