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 5-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 | $87,023 | $190,805-54.4% | $159,960-45.6% | $134,475-35.3% |
| Participation rate | 33.3% | 81.9%-48.6pp | 78.0%-44.6pp | 81.2%-47.9pp |
| Annual return | -15.64% | 552.23%-567.9pp | 408.60%-424.2pp | 417.96%-433.6pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,383 | $6,923-65.6% | $6,182-61.4% | $6,400-62.8% |
| Admin fee / account holder | $30 | $10,471-99.7% | $8,698-99.7% | $11,426-99.7% |