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 | $29,074 | $101,283-71.3% | $75,826-61.7% | $135,375-78.5% |
| Participation rate | 62.5% | 72.7%-10.2pp | 68.2%-5.7pp | 82.6%-20.1pp |
| Annual return | -1.36% | 3384.62%-3386.0pp | 1914.15%-1915.5pp | 519.73%-521.1pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,333 | $3,469-61.6% | $2,862-53.4% | $5,609-76.2% |
| Admin fee / account holder | $244 | $6,539-96.3% | $4,726-94.8% | $10,827-97.7% |