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 | $0 | $68,719-100.0% | $91,541-100.0% | $84,808-100.0% |
| Participation rate | 0.0% | 64.5%-64.5pp | 69.8%-69.8pp | 68.3%-68.3pp |
| Annual return | 10.84% | 19.12%-8.3pp | 20.50%-9.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,192 | $1,920-37.9% | $2,505-52.4% | $2,631-54.7% |
| Participant deferral / active EE | $1,587 | $3,136-49.4% | $4,008-60.4% | $4,212-62.3% |
| Admin fee / account holder | $0 | $5,786-100.0% | $6,956-100.0% | $7,344-100.0% |