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 | $40,035 | $167,484-76.1% | $151,611-73.6% | $134,475-70.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -4.86% | 7.80%-12.7pp | 3.33%-8.2pp | 417.96%-422.8pp |
| Employer contribution / active EE | $716 | $6,829-89.5% | $6,166-88.4% | $4,740-84.9% |
| Participant deferral / active EE | $3,398 | $8,986-62.2% | $8,363-59.4% | $6,400-46.9% |
| Admin fee / account holder | $98 | $13,783-99.3% | $11,616-99.2% | $11,426-99.1% |