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 | $188,029 | $162,781+15.5% | $133,956+40.4% | $158,922+18.3% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 16.12% | 41.94%-25.8pp | 45.09%-29.0pp | 302.83%-286.7pp |
| Employer contribution / active EE | $304 | $4,975-93.9% | $3,919-92.2% | $4,761-93.6% |
| Participant deferral / active EE | $3,689 | $5,911-37.6% | $5,048-26.9% | $5,982-38.3% |
| Admin fee / account holder | $20 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |