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 | $38,488 | $118,427-67.5% | $66,042-41.7% | $142,382-73.0% |
| Participation rate | 25.0% | 68.1%-43.1pp | 67.5%-42.5pp | 80.1%-55.1pp |
| Annual return | 9.69% | 35.57%-25.9pp | 52.11%-42.4pp | 217.08%-207.4pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,456 | $4,311-43.0% | $2,835-13.4% | $6,507-62.3% |
| Admin fee / account holder | $216 | $9,593-97.7% | $5,747-96.2% | $12,624-98.3% |