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 | $161,282 | $153,772+4.9% | $133,980+20.4% | $273,961-41.1% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 9.46% | 36.51%-27.0pp | 29.30%-19.8pp | 41.45%-32.0pp |
| Employer contribution / active EE | $1,137 | $6,029-81.1% | $5,211-78.2% | $4,869-76.6% |
| Participant deferral / active EE | $5,306 | $6,958-23.7% | $6,282-15.5% | $5,287+0.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |