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 | $108,725 | $82,286+32.1% | $68,791+58.1% | $134,475-19.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -16.47% | -2.19%-14.3pp | -6.38%-10.1pp | 417.96%-434.4pp |
| Employer contribution / active EE | $411 | $3,301-87.5% | $2,655-84.5% | $4,740-91.3% |
| Participant deferral / active EE | $9,685 | $4,739+104.4% | $3,941+145.8% | $6,400+51.3% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |