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 8-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 | $128,991 | $167,307-22.9% | $143,757-10.3% | $134,475-4.1% |
| Participation rate | 12.5% | 84.8%-72.3pp | 80.3%-67.8pp | 81.2%-68.7pp |
| Annual return | -18.81% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $825 | $5,619-85.3% | $4,951-83.3% | $4,740-82.6% |
| Participant deferral / active EE | $2,438 | $6,446-62.2% | $5,637-56.8% | $6,400-61.9% |
| Admin fee / account holder | $120 | $18,088-99.3% | $14,673-99.2% | $11,426-98.9% |