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 4-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 | $67,159 | $172,111-61.0% | $150,298-55.3% | $137,256-51.1% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 31.24% | 69.37%-38.1pp | 62.79%-31.5pp | 220.34%-189.1pp |
| Employer contribution / active EE | $550 | $4,636-88.1% | $4,154-86.8% | $4,156-86.8% |
| Participant deferral / active EE | $6,646 | $6,166+7.8% | $5,453+21.9% | $6,407+3.7% |
| Admin fee / account holder | $128 | $16,471-99.2% | $14,116-99.1% | $12,270-99.0% |