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 5-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 | $23,651 | $82,664-71.4% | $125,339-81.1% | $68,494-65.5% |
| Participation rate | 62.2% | 75.0%-12.9pp | 82.4%-20.2pp | 67.9%-5.7pp |
| Annual return | 282.25% | -5.97%+288.2pp | 572.05%-289.8pp | -7.84%+290.1pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $15,918 | $6,110+160.5% | $7,446+113.8% | $4,027+295.3% |
| Admin fee / account holder | $107 | $6,275-98.3% | $10,010-98.9% | $5,403-98.0% |