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 | $45,177 | $149,734-69.8% | $118,925-62.0% | $158,922-71.6% |
| Participation rate | 54.2% | 82.1%-27.9pp | 75.4%-21.2pp | 82.0%-27.8pp |
| Annual return | 20.12% | 19.95%+0.2pp | 35.88%-15.8pp | 302.83%-282.7pp |
| Employer contribution / active EE | $801 | $4,115-80.5% | $3,263-75.4% | $4,761-83.2% |
| Participant deferral / active EE | $2,068 | $5,223-60.4% | $4,265-51.5% | $5,982-65.4% |
| Admin fee / account holder | $204 | $8,603-97.6% | $6,581-96.9% | $11,246-98.2% |