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 | $40,118 | $202,318-80.2% | $172,739-76.8% | $152,861-73.8% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.4%-38.0pp |
| Annual return | 29.57% | 1029.65%-1000.1pp | 802.84%-773.3pp | 345.32%-315.7pp |
| Employer contribution / active EE | $1,162 | $5,856-80.2% | $5,143-77.4% | $4,762-75.6% |
| Participant deferral / active EE | $2,767 | $5,948-53.5% | $5,198-46.8% | $5,850-52.7% |
| Admin fee / account holder | $16 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |