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 | $122,456 | $99,341+23.3% | $84,750+44.5% | $273,961-55.3% |
| Participation rate | 23.1% | 80.7%-57.6pp | 76.6%-53.5pp | 83.0%-59.9pp |
| Annual return | 7.62% | 22.93%-15.3pp | 22.78%-15.2pp | 41.45%-33.8pp |
| Employer contribution / active EE | $519 | $4,214-87.7% | $3,574-85.5% | $4,869-89.3% |
| Participant deferral / active EE | $1,465 | $4,269-65.7% | $3,712-60.5% | $5,287-72.3% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |