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 4-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 | $96,985 | $175,202-44.6% | $149,673-35.2% | $139,434-30.4% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 6.46% | 166.71%-160.3pp | 134.42%-128.0pp | 372.94%-366.5pp |
| Employer contribution / active EE | $5,832 | $5,474+6.5% | $4,818+21.0% | $4,751+22.7% |
| Participant deferral / active EE | $10,313 | $6,519+58.2% | $5,680+81.6% | $6,710+53.7% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |