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 9-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 | $126,646 | $106,115+19.3% | $85,969+47.3% | $125,391+1.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 76.5%-26.5pp | 83.2%-33.2pp |
| Annual return | -2.11% | 13.93%-16.0pp | 9.32%-11.4pp | 282.22%-284.3pp |
| Employer contribution / active EE | $704 | $4,537-84.5% | $3,474-79.7% | $4,866-85.5% |
| Participant deferral / active EE | $3,520 | $4,859-27.6% | $3,829-8.1% | $5,352-34.2% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |