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 | $122,601 | $135,635-9.6% | $110,238+11.2% | $135,375-9.4% |
| Participation rate | 54.5% | 83.5%-28.9pp | 79.8%-25.3pp | 82.6%-28.1pp |
| Annual return | -8.94% | 513.19%-522.1pp | 314.74%-323.7pp | 519.73%-528.7pp |
| Employer contribution / active EE | $1,509 | $4,906-69.3% | $3,826-60.6% | $4,779-68.4% |
| Participant deferral / active EE | $5,786 | $5,506+5.1% | $4,672+23.8% | $5,609+3.2% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |