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 | $86,354 | $138,065-37.5% | $123,544-30.1% | $135,375-36.2% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -13.38% | 153.68%-167.1pp | 119.20%-132.6pp | 519.73%-533.1pp |
| Employer contribution / active EE | $1,604 | $5,151-68.9% | $4,628-65.3% | $4,779-66.4% |
| Participant deferral / active EE | $10,475 | $6,799+54.1% | $6,426+63.0% | $5,609+86.8% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |