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 | $183,530 | $74,927+144.9% | $101,794+80.3% | $84,808+116.4% |
| Participation rate | 28.1% | 61.4%-33.3pp | 69.2%-41.1pp | 68.3%-40.2pp |
| Annual return | 4.78% | 18.70%-13.9pp | 30.53%-25.7pp | 40.90%-36.1pp |
| Employer contribution / active EE | $1,853 | $1,522+21.8% | $2,289-19.0% | $2,631-29.6% |
| Participant deferral / active EE | $4,942 | $3,099+59.5% | $4,084+21.0% | $4,212+17.3% |
| Admin fee / account holder | $0 | $6,514-100.0% | $8,777-100.0% | $7,344-100.0% |