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 | $40,311 | $95,862-57.9% | $79,550-49.3% | $134,475-70.0% |
| Participation rate | 64.7% | 75.0%-10.3pp | 69.5%-4.8pp | 81.2%-16.5pp |
| Annual return | -14.79% | -2.69%-12.1pp | 0.16%-15.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,739 | $4,693-41.6% | $3,985-31.3% | $6,400-57.2% |
| Admin fee / account holder | $263 | $9,126-97.1% | $6,832-96.2% | $11,426-97.7% |