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 8-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 | $44,283 | $108,919-59.3% | $100,391-55.9% | $145,922-69.7% |
| Participation rate | 66.7% | 82.9%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 7.46% | 57.88%-50.4pp | 49.20%-41.7pp | 561.29%-553.8pp |
| Employer contribution / active EE | $3,060 | $4,419-30.8% | $3,942-22.4% | $4,660-34.3% |
| Participant deferral / active EE | $3,914 | $8,445-53.7% | $8,082-51.6% | $6,688-41.5% |
| Admin fee / account holder | $43 | $9,689-99.6% | $7,899-99.5% | $13,397-99.7% |