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 | $212,868 | $90,519+135.2% | $93,789+127.0% | $134,475+58.3% |
| Participation rate | 44.4% | 82.0%-37.5pp | 81.0%-36.5pp | 81.2%-36.8pp |
| Annual return | -21.84% | -15.72%-6.1pp | -11.33%-10.5pp | 417.96%-439.8pp |
| Employer contribution / active EE | $2,836 | $4,343-34.7% | $4,323-34.4% | $4,740-40.2% |
| Participant deferral / active EE | $4,059 | $5,978-32.1% | $6,094-33.4% | $6,400-36.6% |
| Admin fee / account holder | $30 | $9,252-99.7% | $7,195-99.6% | $11,426-99.7% |