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 | $71,034 | $56,897+24.8% | $84,750-16.2% | $62,891+12.9% |
| Participation rate | 57.7% | 68.5%-10.8pp | 76.6%-18.9pp | 69.3%-11.6pp |
| Annual return | 7.53% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.6pp |
| Employer contribution / active EE | $323 | $2,400-86.6% | $3,574-91.0% | $2,281-85.9% |
| Participant deferral / active EE | $3,349 | $2,709+23.6% | $3,712-9.8% | $3,203+4.6% |
| Admin fee / account holder | $136 | $3,581-96.2% | $5,332-97.5% | $4,296-96.8% |