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 6-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 | $15,591 | $81,248-80.8% | $155,509-90.0% | $80,856-80.7% |
| Participation rate | 23.8% | 66.2%-42.4pp | 78.2%-54.4pp | 67.6%-43.8pp |
| Annual return | 12.52% | 33.31%-20.8pp | 64.67%-52.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,057 | $3,452-69.4% | $5,626-81.2% | $4,296-75.4% |
| Admin fee / account holder | $135 | $7,997-98.3% | $15,912-99.2% | $6,918-98.1% |