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 3-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 | $69,766 | $159,602-56.3% | $150,045-53.5% | $142,382-51.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 19.71% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $396 | $4,961-92.0% | $4,693-91.6% | $4,299-90.8% |
| Participant deferral / active EE | $10,400 | $8,310+25.1% | $7,997+30.0% | $6,507+59.8% |
| Admin fee / account holder | $54 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |