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 | $85,615 | $185,200-53.8% | $142,863-40.1% | $167,490-48.9% |
| Participation rate | 47.6% | 78.4%-30.8pp | 71.9%-24.3pp | 82.1%-34.5pp |
| Annual return | 2.94% | 8555.70%-8552.8pp | 5637.54%-5634.6pp | 478.56%-475.6pp |
| Employer contribution / active EE | $2,208 | $5,604-60.6% | $4,144-46.7% | $4,837-54.3% |
| Participant deferral / active EE | $6,463 | $4,494+43.8% | $3,837+68.4% | $6,341+1.9% |
| Admin fee / account holder | $80 | $8,031-99.0% | $6,560-98.8% | $12,309-99.3% |