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 | $51,924 | $52,519-1.1% | $155,790-66.7% | $59,632-12.9% |
| Participation rate | 49.0% | 61.7%-12.7pp | 76.1%-27.1pp | 68.7%-19.7pp |
| Annual return | -1.77% | 53.51%-55.3pp | 71.54%-73.3pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,069 | $3,084-32.9% | $4,797-56.9% | $3,192-35.2% |
| Admin fee / account holder | $158 | $3,540-95.5% | $7,478-97.9% | $4,297-96.3% |