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 | $24,241 | $82,630-70.7% | $64,105-62.2% | $125,391-80.7% |
| Participation rate | 34.8% | 75.9%-41.1pp | 68.2%-33.4pp | 83.2%-48.4pp |
| Annual return | -2.67% | 1489.72%-1492.4pp | 791.24%-793.9pp | 282.22%-284.9pp |
| Employer contribution / active EE | $155 | $2,671-94.2% | $1,820-91.5% | $4,866-96.8% |
| Participant deferral / active EE | $962 | $3,608-73.3% | $2,822-65.9% | $5,352-82.0% |
| Admin fee / account holder | $103 | $6,382-98.4% | $4,499-97.7% | $9,540-98.9% |