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 | $43,270 | $49,177-12.0% | $79,464-45.5% | $64,186-32.6% |
| Participation rate | 65.7% | 65.0%+0.7pp | 73.3%-7.6pp | 69.6%-3.9pp |
| Annual return | -4.27% | -1.16%-3.1pp | 718.14%-722.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $151 | $2,076-92.7% | $2,800-94.6% | $2,381-93.7% |
| Participant deferral / active EE | $1,734 | $2,821-38.5% | $3,704-53.2% | $3,470-50.0% |
| Admin fee / account holder | $189 | $3,839-95.1% | $5,113-96.3% | $4,888-96.1% |