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 | $18,293 | $47,848-61.8% | $81,478-77.5% | $70,131-73.9% |
| Participation rate | 36.7% | 58.3%-21.6pp | 68.0%-31.3pp | 69.5%-32.9pp |
| Annual return | 14.82% | 27.25%-12.4pp | 38.78%-24.0pp | 73.14%-58.3pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $975 | $2,453-60.3% | $3,537-72.4% | $3,332-70.7% |
| Admin fee / account holder | $271 | $3,145-91.4% | $4,561-94.1% | $4,645-94.2% |