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 | $11,927 | $27,641-56.8% | $61,373-80.6% | $68,494-82.6% |
| Participation rate | 26.9% | 39.5%-12.6pp | 52.6%-25.6pp | 67.9%-41.0pp |
| Annual return | -17.89% | -13.24%-4.7pp | 338.61%-356.5pp | -7.84%-10.0pp |
| Employer contribution / active EE | $75 | $695-89.2% | $1,159-93.5% | $2,596-97.1% |
| Participant deferral / active EE | $753 | $1,263-40.4% | $2,125-64.6% | $4,027-81.3% |
| Admin fee / account holder | $69 | $2,010-96.6% | $2,130-96.8% | $5,403-98.7% |