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 | $127,625 | $133,958-4.7% | $112,228+13.7% | $134,475-5.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -41.78% | 47.11%-88.9pp | 27.45%-69.2pp | 417.96%-459.7pp |
| Employer contribution / active EE | $8,533 | $4,038+111.3% | $3,635+134.8% | $4,740+80.0% |
| Participant deferral / active EE | $13,667 | $5,291+158.3% | $4,728+189.1% | $6,400+113.6% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |