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 | $0 | $197,591-100.0% | $177,821-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.7%-87.7pp | 82.0%-82.0pp |
| Annual return | 4.06% | 58.76%-54.7pp | 48.32%-44.3pp | 302.83%-298.8pp |
| Employer contribution / active EE | $4,667 | $6,697-30.3% | $5,918-21.1% | $4,761-2.0% |
| Participant deferral / active EE | $5,532 | $8,405-34.2% | $7,714-28.3% | $5,982-7.5% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |