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 | $55,207 | $64,324-14.2% | $118,925-53.6% | $79,858-30.9% |
| Participation rate | 15.4% | 64.9%-49.5pp | 75.4%-60.0pp | 69.6%-54.2pp |
| Annual return | 12.53% | 86.45%-73.9pp | 35.88%-23.4pp | 31.71%-19.2pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,599 | $2,824-43.4% | $4,265-62.5% | $3,740-57.3% |
| Admin fee / account holder | $79 | $4,040-98.1% | $6,581-98.8% | $5,306-98.5% |