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 | $48,561 | $45,863+5.9% | $77,024-37.0% | $68,494-29.1% |
| Participation rate | 25.4% | 55.9%-30.6pp | 67.9%-42.6pp | 67.9%-42.5pp |
| Annual return | -15.13% | 1.72%-16.8pp | 42.32%-57.4pp | -7.84%-7.3pp |
| Employer contribution / active EE | $150 | $1,650-90.9% | $2,812-94.7% | $2,596-94.2% |
| Participant deferral / active EE | $1,575 | $2,962-46.8% | $4,426-64.4% | $4,027-60.9% |
| Admin fee / account holder | $220 | $3,041-92.8% | $5,425-95.9% | $5,403-95.9% |