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 | $102,298 | $142,344-28.1% | $119,609-14.5% | $134,475-23.9% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -19.83% | -12.44%-7.4pp | -14.97%-4.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $413 | $5,222-92.1% | $4,232-90.2% | $4,740-91.3% |
| Participant deferral / active EE | $9,222 | $6,469+42.5% | $5,602+64.6% | $6,400+44.1% |
| Admin fee / account holder | $44 | $13,584-99.7% | $10,323-99.6% | $11,426-99.6% |