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 7-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 | $36,502 | $77,899-53.1% | $149,673-75.6% | $75,163-51.4% |
| Participation rate | 47.2% | 65.6%-18.4pp | 78.8%-31.5pp | 67.2%-20.0pp |
| Annual return | 23.86% | 31.72%-7.9pp | 134.42%-110.6pp | 160.62%-136.8pp |
| Employer contribution / active EE | $5 | $3,137-99.8% | $4,818-99.9% | $2,670-99.8% |
| Participant deferral / active EE | $3,984 | $3,411+16.8% | $5,680-29.9% | $4,125-3.4% |
| Admin fee / account holder | $104 | $5,956-98.3% | $13,210-99.2% | $5,651-98.2% |