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 8-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 | $46,583 | $74,888-37.8% | $71,209-34.6% | $142,382-67.3% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.1%-24.6pp |
| Annual return | 5.41% | 345.14%-339.7pp | 282.51%-277.1pp | 217.08%-211.7pp |
| Employer contribution / active EE | $1,403 | $2,854-50.9% | $2,721-48.4% | $4,299-67.4% |
| Participant deferral / active EE | $4,647 | $4,454+4.3% | $4,175+11.3% | $6,507-28.6% |
| Admin fee / account holder | $270 | $5,568-95.1% | $5,349-94.9% | $12,624-97.9% |