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 | $39,756 | $113,935-65.1% | $94,224-57.8% | $125,391-68.3% |
| Participation rate | 25.0% | 82.9%-57.9pp | 78.8%-53.8pp | 83.2%-58.2pp |
| Annual return | -1.83% | 5.29%-7.1pp | 10.68%-12.5pp | 282.22%-284.1pp |
| Employer contribution / active EE | $144 | $4,727-97.0% | $3,587-96.0% | $4,866-97.0% |
| Participant deferral / active EE | $2,124 | $5,179-59.0% | $4,320-50.8% | $5,352-60.3% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |