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 7-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 | $61,208 | $175,202-65.1% | $149,673-59.1% | $139,434-56.1% |
| Participation rate | 36.8% | 83.4%-46.5pp | 78.8%-41.9pp | 80.3%-43.5pp |
| Annual return | 20.13% | 166.71%-146.6pp | 134.42%-114.3pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,054 | $5,474-80.7% | $4,818-78.1% | $4,751-77.8% |
| Participant deferral / active EE | $2,521 | $6,519-61.3% | $5,680-55.6% | $6,710-62.4% |
| Admin fee / account holder | $144 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |