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 | $37,064 | $77,813-52.4% | $123,544-70.0% | $64,186-42.3% |
| Participation rate | 53.6% | 74.7%-21.1pp | 82.3%-28.7pp | 69.6%-16.0pp |
| Annual return | 8.98% | 12.48%-3.5pp | 119.20%-110.2pp | 7.63%+1.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,771 | $5,240-28.0% | $6,426-41.3% | $3,470+8.7% |
| Admin fee / account holder | $139 | $5,519-97.5% | $9,284-98.5% | $4,888-97.2% |