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 3-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 | $19,864 | $159,901-87.6% | $146,958-86.5% | $145,922-86.4% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.2%-40.0pp | 80.3%-38.2pp |
| Annual return | 15.82% | 98.13%-82.3pp | 418.34%-402.5pp | 561.29%-545.5pp |
| Employer contribution / active EE | $854 | $5,286-83.9% | $4,933-82.7% | $4,660-81.7% |
| Participant deferral / active EE | $3,690 | $8,428-56.2% | $8,070-54.3% | $6,688-44.8% |
| Admin fee / account holder | $126 | $15,044-99.2% | $12,998-99.0% | $13,397-99.1% |