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 6-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 | $23,054 | $175,202-86.8% | $149,673-84.6% | $139,434-83.5% |
| Participation rate | 34.8% | 83.4%-48.6pp | 78.8%-44.0pp | 80.3%-45.5pp |
| Annual return | 18.93% | 166.71%-147.8pp | 134.42%-115.5pp | 372.94%-354.0pp |
| Employer contribution / active EE | $845 | $5,474-84.6% | $4,818-82.5% | $4,751-82.2% |
| Participant deferral / active EE | $2,055 | $6,519-68.5% | $5,680-63.8% | $6,710-69.4% |
| Admin fee / account holder | $251 | $16,150-98.4% | $13,210-98.1% | $11,403-97.8% |