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 | $234,571 | $214,378+9.4% | $200,582+16.9% | $142,382+64.7% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 17.76% | 46.41%-28.6pp | 42.33%-24.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $249 | $6,841-96.4% | $6,419-96.1% | $4,299-94.2% |
| Participant deferral / active EE | $7,350 | $9,865-25.5% | $9,331-21.2% | $6,507+13.0% |
| Admin fee / account holder | $282 | $17,692-98.4% | $16,305-98.3% | $12,624-97.8% |