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 | $101,201 | $107,791-6.1% | $90,645+11.6% | $135,375-25.2% |
| Participation rate | 42.9% | 78.0%-35.2pp | 74.0%-31.2pp | 82.6%-39.8pp |
| Annual return | -10.02% | -0.90%-9.1pp | 1.88%-11.9pp | 519.73%-529.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,425-100.0% | $5,609-100.0% |
| Admin fee / account holder | $35 | $5,930-99.4% | $4,994-99.3% | $10,827-99.7% |