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 | $37,571 | $124,281-69.8% | $109,143-65.6% | $167,490-77.6% |
| Participation rate | 46.7% | 79.4%-32.8pp | 75.9%-29.2pp | 82.1%-35.4pp |
| Annual return | 17.24% | 26.04%-8.8pp | 25.75%-8.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,732 | $5,255-67.0% | $4,653-62.8% | $6,341-72.7% |
| Admin fee / account holder | $36 | $7,970-99.6% | $6,752-99.5% | $12,309-99.7% |