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 9-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 | $39,642 | $180,449-78.0% | $154,107-74.3% | $135,375-70.7% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -16.38% | 888.09%-904.5pp | 735.12%-751.5pp | 519.73%-536.1pp |
| Employer contribution / active EE | $1,614 | $6,035-73.3% | $5,298-69.5% | $4,779-66.2% |
| Participant deferral / active EE | $5,718 | $5,806-1.5% | $5,081+12.5% | $5,609+1.9% |
| Admin fee / account holder | $149 | $16,143-99.1% | $13,411-98.9% | $10,827-98.6% |