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 | $81,555 | $201,259-59.5% | $184,200-55.7% | $145,959-44.1% |
| Participation rate | 21.4% | 87.5%-66.1pp | 86.8%-65.4pp | 80.3%-58.9pp |
| Annual return | 22.13% | 28.98%-6.9pp | 28.80%-6.7pp | 561.95%-539.8pp |
| Employer contribution / active EE | $455 | $7,018-93.5% | $6,424-92.9% | $4,661-90.2% |
| Participant deferral / active EE | $3,636 | $9,806-62.9% | $9,132-60.2% | $6,689-45.6% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |