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 | $42,746 | $150,440-71.6% | $136,294-68.6% | $147,584-71.0% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 2.76% | 1049.08%-1046.3pp | 5155.94%-5153.2pp | 578.55%-575.8pp |
| Employer contribution / active EE | $5,100 | $5,256-3.0% | $4,695+8.6% | $4,876+4.6% |
| Participant deferral / active EE | $8,000 | $6,630+20.7% | $6,247+28.1% | $5,439+47.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |