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 | $132,783 | $91,538+45.1% | $129,995+2.1% | $75,163+76.7% |
| Participation rate | 33.3% | 71.4%-38.1pp | 78.5%-45.2pp | 67.2%-33.9pp |
| Annual return | 9.03% | -631.11%+640.1pp | -137.18%+146.2pp | 160.62%-151.6pp |
| Employer contribution / active EE | $1,499 | $2,845-47.3% | $4,320-65.3% | $2,670-43.8% |
| Participant deferral / active EE | $3,883 | $4,341-10.5% | $5,820-33.3% | $4,125-5.9% |
| Admin fee / account holder | $50 | $6,790-99.3% | $10,614-99.5% | $5,651-99.1% |