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 | $60,205 | $103,376-41.8% | $87,100-30.9% | $152,861-60.6% |
| Participation rate | 68.2% | 79.3%-11.2pp | 76.9%-8.7pp | 82.4%-14.3pp |
| Annual return | 25.31% | 28.10%-2.8pp | 28.19%-2.9pp | 345.32%-320.0pp |
| Employer contribution / active EE | $425 | $3,220-86.8% | $2,521-83.2% | $4,762-91.1% |
| Participant deferral / active EE | $2,678 | $4,778-44.0% | $4,049-33.9% | $5,850-54.2% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |