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 | $68,961 | $102,604-32.8% | $86,188-20.0% | $139,434-50.5% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.0%-29.0pp | 80.3%-40.3pp |
| Annual return | 0.77% | 1922.51%-1921.7pp | 1168.45%-1167.7pp | 372.94%-372.2pp |
| Employer contribution / active EE | $3,865 | $3,032+27.5% | $2,380+62.4% | $4,751-18.6% |
| Participant deferral / active EE | $8,419 | $4,676+80.1% | $3,985+111.3% | $6,710+25.5% |
| Admin fee / account holder | $280 | $8,657-96.8% | $6,852-95.9% | $11,403-97.5% |