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 9-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 | $30,622 | $73,867-58.5% | $143,757-78.7% | $68,494-55.3% |
| Participation rate | 15.4% | 66.7%-51.3pp | 80.3%-64.9pp | 67.9%-52.5pp |
| Annual return | -19.14% | 1.01%-20.2pp | -0.04%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $992 | $3,384-70.7% | $5,637-82.4% | $4,027-75.4% |
| Admin fee / account holder | $110 | $5,755-98.1% | $14,673-99.2% | $5,403-98.0% |