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 | $203,589 | $60,022+239.2% | $88,946+128.9% | $84,808+140.1% |
| Participation rate | 23.7% | 57.8%-34.2pp | 68.8%-45.2pp | 68.3%-44.6pp |
| Annual return | 16.88% | 22.43%-5.5pp | 57.82%-40.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,868 | $3,114-40.0% | $4,581-59.2% | $4,212-55.7% |
| Admin fee / account holder | $270 | $4,811-94.4% | $8,261-96.7% | $7,344-96.3% |