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 | $151,787 | $175,202-13.4% | $149,673+1.4% | $139,434+8.9% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 28.28% | 166.71%-138.4pp | 134.42%-106.1pp | 372.94%-344.7pp |
| Employer contribution / active EE | $921 | $5,474-83.2% | $4,818-80.9% | $4,751-80.6% |
| Participant deferral / active EE | $2,165 | $6,519-66.8% | $5,680-61.9% | $6,710-67.7% |
| Admin fee / account holder | $17 | $16,150-99.9% | $13,210-99.9% | $11,403-99.8% |