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 | $51,175 | $148,534-65.5% | $135,903-62.3% | $139,434-63.3% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 29.69% | 79.19%-49.5pp | 68.23%-38.5pp | 372.94%-343.3pp |
| Employer contribution / active EE | $702 | $5,243-86.6% | $4,856-85.5% | $4,751-85.2% |
| Participant deferral / active EE | $11,070 | $8,100+36.7% | $7,758+42.7% | $6,710+65.0% |
| Admin fee / account holder | $234 | $12,400-98.1% | $10,762-97.8% | $11,403-97.9% |