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 | $191,598 | $75,935+152.3% | $60,547+216.4% | $125,391+52.8% |
| Participation rate | 33.3% | 76.5%-43.2pp | 68.0%-34.6pp | 83.2%-49.9pp |
| Annual return | -0.36% | -5.38%+5.0pp | 335.64%-336.0pp | 282.22%-282.6pp |
| Employer contribution / active EE | $232 | $3,438-93.3% | $2,419-90.4% | $4,866-95.2% |
| Participant deferral / active EE | $5,347 | $4,506+18.7% | $3,328+60.7% | $5,352-0.1% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |