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 | $136,940 | $114,381+19.7% | $107,525+27.4% | $142,382-3.8% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.1%-41.7pp | 80.1%-46.8pp |
| Annual return | 21.87% | 242.71%-220.8pp | 181.32%-159.4pp | 217.08%-195.2pp |
| Employer contribution / active EE | $731 | $4,015-81.8% | $3,754-80.5% | $4,299-83.0% |
| Participant deferral / active EE | $5,211 | $5,564-6.3% | $5,116+1.9% | $6,507-19.9% |
| Admin fee / account holder | $67 | $9,860-99.3% | $8,919-99.2% | $12,624-99.5% |