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 3-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 | $162,673 | $201,272-19.2% | $184,203-11.7% | $145,922+11.5% |
| Participation rate | 68.8% | 87.5%-18.7pp | 86.8%-18.1pp | 80.3%-11.5pp |
| Annual return | -25.15% | 29.00%-54.1pp | 28.81%-54.0pp | 561.29%-586.4pp |
| Employer contribution / active EE | $17,207 | $7,022+145.1% | $6,427+167.7% | $4,660+269.3% |
| Participant deferral / active EE | $8,927 | $9,806-9.0% | $9,131-2.2% | $6,688+33.5% |
| Admin fee / account holder | $300 | $16,364-98.2% | $13,901-97.8% | $13,397-97.8% |