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 | $211,721 | $106,515+98.8% | $96,683+119.0% | $139,434+51.8% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 4.28% | 38.43%-34.1pp | 35.69%-31.4pp | 372.94%-368.7pp |
| Employer contribution / active EE | $2,300 | $4,103-43.9% | $3,737-38.4% | $4,751-51.6% |
| Participant deferral / active EE | $14,304 | $5,454+162.3% | $4,878+193.2% | $6,710+113.2% |
| Admin fee / account holder | $5 | $7,877-99.9% | $6,730-99.9% | $11,403-100.0% |