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 | $28,796 | $185,822-84.5% | $169,993-83.1% | $139,434-79.3% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 18.99% | 60.50%-41.5pp | 53.37%-34.4pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,331 | $7,590-82.5% | $6,785-80.4% | $4,751-72.0% |
| Participant deferral / active EE | $3,043 | $11,622-73.8% | $10,408-70.8% | $6,710-54.7% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |