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 | $54,737 | $97,125-43.6% | $86,233-36.5% | $137,256-60.1% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.0%-44.0pp | 80.0%-55.0pp |
| Annual return | 11.73% | 74.19%-62.5pp | 61.39%-49.7pp | 220.34%-208.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $918 | $5,180-82.3% | $4,559-79.9% | $6,407-85.7% |
| Admin fee / account holder | $40 | $9,725-99.6% | $8,342-99.5% | $12,270-99.7% |