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 | $70,847 | $117,690-39.8% | $71,735-1.2% | $134,475-47.3% |
| Participation rate | 22.2% | 68.8%-46.6pp | 62.3%-40.1pp | 81.2%-59.0pp |
| Annual return | -16.66% | 25.44%-42.1pp | 9.14%-25.8pp | 417.96%-434.6pp |
| Employer contribution / active EE | $117 | $2,525-95.4% | $1,704-93.1% | $4,740-97.5% |
| Participant deferral / active EE | $1,028 | $3,759-72.7% | $2,658-61.3% | $6,400-83.9% |
| Admin fee / account holder | $43 | $6,379-99.3% | $3,974-98.9% | $11,426-99.6% |