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 | $38,757 | $217,402-82.2% | $185,823-79.1% | $167,490-76.9% |
| Participation rate | 30.8% | 86.0%-55.3pp | 81.7%-50.9pp | 82.1%-51.3pp |
| Annual return | 17.04% | 148.36%-131.3pp | 122.05%-105.0pp | 478.56%-461.5pp |
| Employer contribution / active EE | $1,097 | $5,873-81.3% | $5,167-78.8% | $4,837-77.3% |
| Participant deferral / active EE | $2,483 | $6,356-60.9% | $5,568-55.4% | $6,341-60.8% |
| Admin fee / account holder | $208 | $19,811-99.0% | $16,237-98.7% | $12,309-98.3% |