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 | $52,776 | $60,349-12.5% | $74,183-28.9% | $62,891-16.1% |
| Participation rate | 64.3% | 72.7%-8.4pp | 76.6%-12.3pp | 69.3%-5.0pp |
| Annual return | 10.35% | 21.37%-11.0pp | 17.74%-7.4pp | 20.14%-9.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,770 | $2,856-38.0% | $3,550-50.1% | $3,203-44.7% |
| Admin fee / account holder | $13 | $4,261-99.7% | $5,586-99.8% | $4,296-99.7% |