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 | $51,733 | $211,958-75.6% | $169,463-69.5% | $135,375-61.8% |
| Participation rate | 42.9% | 82.6%-39.8pp | 77.8%-34.9pp | 82.6%-39.8pp |
| Annual return | -9.64% | 3.26%-12.9pp | 1.83%-11.5pp | 519.73%-529.4pp |
| Employer contribution / active EE | $721 | $5,120-85.9% | $4,159-82.7% | $4,779-84.9% |
| Participant deferral / active EE | $2,868 | $6,075-52.8% | $5,277-45.6% | $5,609-48.9% |
| Admin fee / account holder | $196 | $11,471-98.3% | $9,109-97.8% | $10,827-98.2% |