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 | $66,080 | $131,829-49.9% | $108,579-39.1% | $273,961-75.9% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 3.54% | -91.57%+95.1pp | -51.70%+55.2pp | 41.45%-37.9pp |
| Employer contribution / active EE | $712 | $4,912-85.5% | $3,758-81.0% | $4,869-85.4% |
| Participant deferral / active EE | $3,808 | $5,127-25.7% | $4,311-11.7% | $5,287-28.0% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |