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 | $171,123 | $48,364+253.8% | $71,796+138.3% | $62,891+172.1% |
| Participation rate | 52.0% | 60.6%-8.6pp | 69.1%-17.1pp | 69.3%-17.3pp |
| Annual return | 2.48% | 13.16%-10.7pp | 78.04%-75.6pp | 20.14%-17.7pp |
| Employer contribution / active EE | $1,760 | $1,042+69.0% | $1,924-8.5% | $2,281-22.8% |
| Participant deferral / active EE | $4,947 | $2,091+136.5% | $2,794+77.0% | $3,203+54.4% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |