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 4-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 | $81,337 | $185,822-56.2% | $169,993-52.2% | $139,434-41.7% |
| Participation rate | 20.0% | 87.8%-67.8pp | 87.0%-67.0pp | 80.3%-60.3pp |
| Annual return | 30.17% | 60.50%-30.3pp | 53.37%-23.2pp | 372.94%-342.8pp |
| Employer contribution / active EE | $355 | $7,590-95.3% | $6,785-94.8% | $4,751-92.5% |
| Participant deferral / active EE | $7,316 | $11,622-37.1% | $10,408-29.7% | $6,710+9.0% |
| Admin fee / account holder | $217 | $15,381-98.6% | $12,815-98.3% | $11,403-98.1% |