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 | $54,004 | $77,419-30.2% | $69,455-22.2% | $152,861-64.7% |
| Participation rate | 25.0% | 78.1%-53.1pp | 74.6%-49.6pp | 82.4%-57.4pp |
| Annual return | 25.16% | 39.06%-13.9pp | 28.97%-3.8pp | 345.32%-320.2pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,140 | $4,414-6.2% | $3,535+17.1% | $5,850-29.2% |
| Admin fee / account holder | $13 | $6,207-99.8% | $3,839-99.7% | $11,596-99.9% |