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 | $49,651 | $157,256-68.4% | $141,162-64.8% | $152,861-67.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 7.36% | 64.32%-57.0pp | 71.39%-64.0pp | 345.32%-338.0pp |
| Employer contribution / active EE | $1,411 | $5,261-73.2% | $4,735-70.2% | $4,762-70.4% |
| Participant deferral / active EE | $4,508 | $7,109-36.6% | $6,709-32.8% | $5,850-22.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |