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 | $103,767 | $57,541+80.3% | $95,745+8.4% | $75,163+38.1% |
| Participation rate | 48.0% | 62.5%-14.5pp | 72.3%-24.3pp | 67.2%-19.2pp |
| Annual return | 14.58% | 34.93%-20.3pp | 28.35%-13.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,911 | $3,074+27.2% | $4,245-7.9% | $4,125-5.2% |
| Admin fee / account holder | $19 | $4,099-99.5% | $5,678-99.7% | $5,651-99.7% |