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 9-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 | $104,478 | $180,449-42.1% | $154,107-32.2% | $135,375-22.8% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -10.35% | 888.09%-898.4pp | 735.12%-745.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $1,648 | $6,035-72.7% | $5,298-68.9% | $4,779-65.5% |
| Participant deferral / active EE | $5,303 | $5,806-8.7% | $5,081+4.4% | $5,609-5.5% |
| Admin fee / account holder | -$81 | $16,143-100.5% | $13,411-100.6% | $10,827-100.8% |