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 10-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 | $22,940 | $88,583-74.1% | $88,497-74.1% | $273,961-91.6% |
| Participation rate | 55.6% | 83.5%-27.9pp | 82.4%-26.8pp | 83.0%-27.5pp |
| Annual return | 5.92% | 5.68%+0.2pp | 7.63%-1.7pp | 41.45%-35.5pp |
| Employer contribution / active EE | $0 | $4,502-100.0% | $4,036-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,940 | $4,891-60.3% | $4,899-60.4% | $5,287-63.3% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,132-100.0% |