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 | $81,120 | $162,781-50.2% | $133,956-39.4% | $158,922-49.0% |
| Participation rate | 69.2% | 83.2%-14.0pp | 79.8%-10.6pp | 82.0%-12.7pp |
| Annual return | 13.59% | 41.94%-28.4pp | 45.09%-31.5pp | 302.83%-289.2pp |
| Employer contribution / active EE | $502 | $4,975-89.9% | $3,919-87.2% | $4,761-89.5% |
| Participant deferral / active EE | $4,103 | $5,911-30.6% | $5,048-18.7% | $5,982-31.4% |
| Admin fee / account holder | $7 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |