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 4-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 | $119,897 | $111,814+7.2% | $103,374+16.0% | $145,959-17.9% |
| Participation rate | 12.5% | 77.9%-65.4pp | 74.5%-62.0pp | 80.3%-67.8pp |
| Annual return | 17.15% | 24.77%-7.6pp | 24.89%-7.7pp | 561.95%-544.8pp |
| Employer contribution / active EE | $125 | $4,214-97.0% | $3,869-96.8% | $4,661-97.3% |
| Participant deferral / active EE | $1,938 | $5,618-65.5% | $5,058-61.7% | $6,689-71.0% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |