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 5-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 | $27,558 | $165,984-83.4% | $164,813-83.3% | $145,922-81.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 7.86% | 100.03%-92.2pp | 69.93%-62.1pp | 561.29%-553.4pp |
| Employer contribution / active EE | $1,790 | $5,273-66.1% | $4,341-58.8% | $4,660-61.6% |
| Participant deferral / active EE | $4,725 | $6,959-32.1% | $6,031-21.7% | $6,688-29.3% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |