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 3-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 | $45,439 | $148,534-69.4% | $135,903-66.6% | $139,434-67.4% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 5.73% | 79.19%-73.5pp | 68.23%-62.5pp | 372.94%-367.2pp |
| Employer contribution / active EE | $5,557 | $5,243+6.0% | $4,856+14.4% | $4,751+17.0% |
| Participant deferral / active EE | $9,716 | $8,100+19.9% | $7,758+25.2% | $6,710+44.8% |
| Admin fee / account holder | $51 | $12,400-99.6% | $10,762-99.5% | $11,403-99.6% |