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 | $72,225 | $185,822-61.1% | $169,993-57.5% | $139,434-48.2% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 12.67% | 60.50%-47.8pp | 53.37%-40.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,193 | $7,590-84.3% | $6,785-82.4% | $4,751-74.9% |
| Participant deferral / active EE | $3,277 | $11,622-71.8% | $10,408-68.5% | $6,710-51.2% |
| Admin fee / account holder | $134 | $15,381-99.1% | $12,815-99.0% | $11,403-98.8% |