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 | $205,644 | $167,484+22.8% | $151,611+35.6% | $134,475+52.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -25.11% | 7.80%-32.9pp | 3.33%-28.4pp | 417.96%-443.1pp |
| Employer contribution / active EE | $4,435 | $6,829-35.1% | $6,166-28.1% | $4,740-6.4% |
| Participant deferral / active EE | $6,500 | $8,986-27.7% | $8,363-22.3% | $6,400+1.6% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |