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 | $29,250 | $50,958-42.6% | $74,550-60.8% | $64,186-54.4% |
| Participation rate | 43.2% | 61.1%-17.8pp | 69.1%-25.9pp | 69.6%-26.3pp |
| Annual return | -9.59% | -1.86%-7.7pp | 32.53%-42.1pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,639 | $1,115+46.9% | $1,961-16.4% | $2,381-31.2% |
| Participant deferral / active EE | $2,225 | $2,301-3.3% | $3,108-28.4% | $3,470-35.9% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |