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 | $36,136 | $209,411-82.7% | $178,490-79.8% | $158,922-77.3% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 23.77% | 188.75%-165.0pp | 151.07%-127.3pp | 302.83%-279.1pp |
| Employer contribution / active EE | $1,039 | $5,706-81.8% | $5,011-79.3% | $4,761-78.2% |
| Participant deferral / active EE | $4,035 | $5,954-32.2% | $5,202-22.4% | $5,982-32.5% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |