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 | $23,270 | $50,082-53.5% | $93,406-75.1% | $79,858-70.9% |
| Participation rate | 22.6% | 60.9%-38.3pp | 66.8%-44.2pp | 69.6%-47.0pp |
| Annual return | 7.51% | 24.59%-17.1pp | 78.05%-70.5pp | 31.71%-24.2pp |
| Employer contribution / active EE | $2,254 | $1,303+72.9% | $2,075+8.6% | $2,471-8.8% |
| Participant deferral / active EE | $0 | $2,212-100.0% | $3,126-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $3,454-100.0% | $5,230-100.0% | $5,306-100.0% |