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 | $29,800 | $90,503-67.1% | $78,689-62.1% | $273,961-89.1% |
| Participation rate | 53.3% | 76.5%-23.2pp | 73.6%-20.2pp | 83.0%-29.7pp |
| Annual return | 5.65% | 75.60%-69.9pp | 62.18%-56.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,005 | $3,901+2.7% | $3,517+13.9% | $5,287-24.2% |
| Admin fee / account holder | $195 | $5,263-96.3% | $4,510-95.7% | $10,132-98.1% |