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 | $65,695 | $99,652-34.1% | $78,778-16.6% | $147,584-55.5% |
| Participation rate | 42.1% | 76.2%-34.1pp | 69.2%-27.1pp | 82.8%-40.7pp |
| Annual return | 16.19% | 47.28%-31.1pp | 35.62%-19.4pp | 578.55%-562.4pp |
| Employer contribution / active EE | $295 | $2,796-89.4% | $1,986-85.1% | $4,876-93.9% |
| Participant deferral / active EE | $1,311 | $3,664-64.2% | $2,958-55.7% | $5,439-75.9% |
| Admin fee / account holder | $244 | $7,155-96.6% | $5,134-95.2% | $10,885-97.8% |