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 | $51,586 | $71,883-28.2% | $86,677-40.5% | $68,494-24.7% |
| Participation rate | 57.1% | 72.2%-15.1pp | 76.6%-19.4pp | 67.9%-10.7pp |
| Annual return | -14.75% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $239 | $2,173-89.0% | $2,836-91.6% | $2,596-90.8% |
| Participant deferral / active EE | $1,980 | $3,779-47.6% | $4,656-57.5% | $4,027-50.8% |
| Admin fee / account holder | $161 | $6,112-97.4% | $7,493-97.8% | $5,403-97.0% |