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 | $25,166 | $175,202-85.6% | $149,673-83.2% | $139,434-82.0% |
| Participation rate | 63.6% | 83.4%-19.7pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 20.98% | 166.71%-145.7pp | 134.42%-113.4pp | 372.94%-352.0pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,719 | $6,519+3.1% | $5,680+18.3% | $6,710+0.1% |
| Admin fee / account holder | $256 | $16,150-98.4% | $13,210-98.1% | $11,403-97.8% |