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 | $23,181 | $84,233-72.5% | $170,442-86.4% | $70,131-66.9% |
| Participation rate | 56.0% | 70.8%-14.8pp | 83.6%-27.6pp | 69.5%-13.5pp |
| Annual return | 12.60% | 23.06%-10.5pp | 205.93%-193.3pp | 73.14%-60.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,276 | $3,086-26.2% | $4,939-53.9% | $3,332-31.7% |
| Admin fee / account holder | $103 | $5,698-98.2% | $13,880-99.3% | $4,645-97.8% |