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 8-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 | $121,236 | $81,233+49.2% | $155,567-22.1% | $80,874+49.9% |
| Participation rate | 24.0% | 66.2%-42.2pp | 78.2%-54.2pp | 67.6%-43.6pp |
| Annual return | 24.84% | 33.33%-8.5pp | 64.74%-39.9pp | 35.62%-10.8pp |
| Employer contribution / active EE | $169 | $3,101-94.6% | $4,674-96.4% | $2,756-93.9% |
| Participant deferral / active EE | $2,138 | $3,452-38.1% | $5,628-62.0% | $4,297-50.3% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |