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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,110 | $111,724+20.9% | $93,606+44.3% | $145,922-7.4% |
| Participation rate | 61.5% | 74.2%-12.7pp | 68.7%-7.2pp | 80.3%-18.7pp |
| Annual return | 2.11% | 202.98%-200.9pp | 133.20%-131.1pp | 561.29%-559.2pp |
| Employer contribution / active EE | $2,692 | $3,090-12.9% | $2,420+11.3% | $4,660-42.2% |
| Participant deferral / active EE | $9,992 | $4,912+103.4% | $4,411+126.5% | $6,688+49.4% |
| Admin fee / account holder | $241 | $10,250-97.6% | $8,285-97.1% | $13,397-98.2% |