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 | $24,197 | $72,177-66.5% | $115,037-79.0% | $59,632-59.4% |
| Participation rate | 61.2% | 72.6%-11.4pp | 81.4%-20.2pp | 68.7%-7.5pp |
| Annual return | -1.55% | 12.02%-13.6pp | 26.14%-27.7pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $378 | $2,841-86.7% | $4,608-91.8% | $2,203-82.9% |
| Participant deferral / active EE | $2,553 | $4,783-46.6% | $6,026-57.6% | $3,192-20.0% |
| Admin fee / account holder | $171 | $4,927-96.5% | $8,175-97.9% | $4,297-96.0% |