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 9-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 | $19,490 | $107,334-81.8% | $92,893-79.0% | $152,861-87.2% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.4%-38.0pp |
| Annual return | 26.82% | 145.58%-118.8pp | 109.41%-82.6pp | 345.32%-318.5pp |
| Employer contribution / active EE | $216 | $4,221-94.9% | $3,653-94.1% | $4,762-95.5% |
| Participant deferral / active EE | $1,667 | $4,845-65.6% | $4,236-60.7% | $5,850-71.5% |
| Admin fee / account holder | $194 | $7,079-97.3% | $5,794-96.6% | $11,596-98.3% |