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 | $97,803 | $124,281-21.3% | $109,143-10.4% | $167,490-41.6% |
| Participation rate | 64.3% | 79.4%-15.2pp | 75.9%-11.6pp | 82.1%-17.8pp |
| Annual return | 17.04% | 26.04%-9.0pp | 25.75%-8.7pp | 478.56%-461.5pp |
| Employer contribution / active EE | $550 | $4,207-86.9% | $3,722-85.2% | $4,837-88.6% |
| Participant deferral / active EE | $2,473 | $5,255-52.9% | $4,653-46.9% | $6,341-61.0% |
| Admin fee / account holder | $216 | $7,970-97.3% | $6,752-96.8% | $12,309-98.2% |