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 | $16,452 | $85,202-80.7% | $172,739-90.5% | $72,985-77.5% |
| Participation rate | 32.8% | 70.1%-37.3pp | 82.6%-49.9pp | 69.5%-36.7pp |
| Annual return | 25.34% | 27.32%-2.0pp | 802.84%-777.5pp | 81.00%-55.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,525 | $3,260-53.2% | $5,198-70.7% | $3,607-57.7% |
| Admin fee / account holder | $100 | $5,884-98.3% | $13,954-99.3% | $5,124-98.1% |