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 9-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 | $55,338 | $133,958-58.7% | $112,228-50.7% | $134,475-58.8% |
| Participation rate | 26.7% | 78.6%-51.9pp | 75.1%-48.4pp | 81.2%-54.6pp |
| Annual return | -15.85% | 47.11%-63.0pp | 27.45%-43.3pp | 417.96%-433.8pp |
| Employer contribution / active EE | $346 | $4,038-91.4% | $3,635-90.5% | $4,740-92.7% |
| Participant deferral / active EE | $2,290 | $5,291-56.7% | $4,728-51.6% | $6,400-64.2% |
| Admin fee / account holder | $112 | $7,489-98.5% | $6,410-98.3% | $11,426-99.0% |