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 10-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 | $155,592 | $177,572-12.4% | $154,803+0.5% | $142,382+9.3% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 5.04% | 65.07%-60.0pp | 58.88%-53.8pp | 217.08%-212.0pp |
| Employer contribution / active EE | $2,045 | $4,810-57.5% | $4,305-52.5% | $4,299-52.4% |
| Participant deferral / active EE | $13,019 | $6,272+107.6% | $5,540+135.0% | $6,507+100.1% |
| Admin fee / account holder | $14 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |