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 | $115,592 | $108,919+6.1% | $100,391+15.1% | $145,922-20.8% |
| Participation rate | 50.0% | 82.9%-32.9pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 2.10% | 57.88%-55.8pp | 49.20%-47.1pp | 561.29%-559.2pp |
| Employer contribution / active EE | $1,840 | $4,419-58.4% | $3,942-53.3% | $4,660-60.5% |
| Participant deferral / active EE | $11,500 | $8,445+36.2% | $8,082+42.3% | $6,688+72.0% |
| Admin fee / account holder | $64 | $9,689-99.3% | $7,899-99.2% | $13,397-99.5% |