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 | $36,721 | $106,890-65.6% | $84,015-56.3% | $152,861-76.0% |
| Participation rate | 58.8% | 75.2%-16.4pp | 69.0%-10.2pp | 82.4%-23.6pp |
| Annual return | 22.64% | 104.99%-82.4pp | 71.31%-48.7pp | 345.32%-322.7pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,649 | $4,011-58.9% | $3,239-49.1% | $5,850-71.8% |
| Admin fee / account holder | $30 | $8,285-99.6% | $6,101-99.5% | $11,596-99.7% |