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 | $102,528 | $90,503+13.3% | $78,689+30.3% | $273,961-62.6% |
| Participation rate | 12.5% | 76.5%-64.0pp | 73.6%-61.1pp | 83.0%-70.5pp |
| Annual return | 0.52% | 75.60%-75.1pp | 62.18%-61.7pp | 41.45%-40.9pp |
| Employer contribution / active EE | $750 | $3,176-76.4% | $2,851-73.7% | $4,869-84.6% |
| Participant deferral / active EE | $2,813 | $3,901-27.9% | $3,517-20.0% | $5,287-46.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |