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 | $123,426 | $26,549+364.9% | $61,373+101.1% | $66,914+84.5% |
| Participation rate | 2.8% | 38.1%-35.3pp | 52.6%-49.8pp | 69.8%-67.0pp |
| Annual return | -17.69% | -16.21%-1.5pp | 338.61%-356.3pp | 1.58%-19.3pp |
| Employer contribution / active EE | $78 | $651-88.1% | $1,159-93.3% | $2,544-96.9% |
| Participant deferral / active EE | $519 | $1,338-61.2% | $2,125-75.6% | $4,237-87.8% |
| Admin fee / account holder | $0 | $409-100.0% | $2,130-100.0% | $593-100.0% |