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 | $24,048 | $105,931-77.3% | $81,930-70.6% | $158,922-84.9% |
| Participation rate | 15.0% | 75.6%-60.6pp | 72.0%-57.0pp | 82.0%-67.0pp |
| Annual return | -5.90% | 38.17%-44.1pp | 29.49%-35.4pp | 302.83%-308.7pp |
| Employer contribution / active EE | $334 | $7,800-95.7% | $4,310-92.3% | $4,761-93.0% |
| Participant deferral / active EE | $792 | $13,003-93.9% | $7,107-88.9% | $5,982-86.8% |
| Admin fee / account holder | $4 | $8,489-100.0% | $5,158-99.9% | $11,246-100.0% |