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 | $96,325 | $133,922-28.1% | $116,228-17.1% | $142,382-32.3% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.6%-12.1pp | 80.1%-17.6pp |
| Annual return | 17.61% | 147.76%-130.2pp | 90.06%-72.5pp | 217.08%-199.5pp |
| Employer contribution / active EE | $532 | $3,446-84.6% | $2,994-82.2% | $4,299-87.6% |
| Participant deferral / active EE | $3,654 | $5,672-35.6% | $4,953-26.2% | $6,507-43.8% |
| Admin fee / account holder | $195 | $14,945-98.7% | $11,989-98.4% | $12,624-98.5% |