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 | $90,300 | $95,561-5.5% | $77,163+17.0% | $139,434-35.2% |
| Participation rate | 64.3% | 73.9%-9.7pp | 69.6%-5.3pp | 80.3%-16.0pp |
| Annual return | 6.80% | 54.92%-48.1pp | 37.87%-31.1pp | 372.94%-366.1pp |
| Employer contribution / active EE | $1,987 | $3,147-36.9% | $2,535-21.6% | $4,751-58.2% |
| Participant deferral / active EE | $2,850 | $4,624-38.4% | $3,833-25.6% | $6,710-57.5% |
| Admin fee / account holder | $31 | $8,295-99.6% | $5,472-99.4% | $11,403-99.7% |