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 | $43,094 | $142,344-69.7% | $119,609-64.0% | $134,475-68.0% |
| Participation rate | 53.8% | 82.8%-29.0pp | 79.3%-25.4pp | 81.2%-27.4pp |
| Annual return | -19.55% | -12.44%-7.1pp | -14.97%-4.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $951 | $5,222-81.8% | $4,232-77.5% | $4,740-79.9% |
| Participant deferral / active EE | $2,966 | $6,469-54.1% | $5,602-47.0% | $6,400-53.6% |
| Admin fee / account holder | $220 | $13,584-98.4% | $10,323-97.9% | $11,426-98.1% |