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 | $31,226 | $135,952-77.0% | $123,892-74.8% | $273,961-88.6% |
| Participation rate | 35.7% | 84.1%-48.3pp | 81.4%-45.7pp | 83.0%-47.3pp |
| Annual return | 410.35% | 56.63%+353.7pp | 47.52%+362.8pp | 41.45%+368.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,794 | $6,343-55.9% | $5,984-53.3% | $5,287-47.1% |
| Admin fee / account holder | $293 | $9,817-97.0% | $8,357-96.5% | $10,132-97.1% |