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 | $53,311 | $138,065-61.4% | $123,544-56.8% | $135,375-60.6% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -16.67% | 153.68%-170.4pp | 119.20%-135.9pp | 519.73%-536.4pp |
| Employer contribution / active EE | $6,203 | $5,151+20.4% | $4,628+34.0% | $4,779+29.8% |
| Participant deferral / active EE | $9,500 | $6,799+39.7% | $6,426+47.8% | $5,609+69.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |