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 | $70,946 | $45,863+54.7% | $77,024-7.9% | $68,494+3.6% |
| Participation rate | 40.0% | 55.9%-15.9pp | 67.9%-27.9pp | 67.9%-27.9pp |
| Annual return | -19.65% | 1.72%-21.4pp | 42.32%-62.0pp | -7.84%-11.8pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,213 | $2,962+8.5% | $4,426-27.4% | $4,027-20.2% |
| Admin fee / account holder | $186 | $3,041-93.9% | $5,425-96.6% | $5,403-96.6% |