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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,169 | $135,635-8.5% | $110,238+12.6% | $135,375-8.3% |
| Participation rate | 64.3% | 83.5%-19.2pp | 79.8%-15.5pp | 82.6%-18.4pp |
| Annual return | -9.09% | 513.19%-522.3pp | 314.74%-323.8pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,897 | $4,906-61.3% | $3,826-50.4% | $4,779-60.3% |
| Participant deferral / active EE | $4,403 | $5,506-20.0% | $4,672-5.7% | $5,609-21.5% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |