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 | $47,426 | $96,557-50.9% | $80,975-41.4% | $273,961-82.7% |
| Participation rate | 53.8% | 79.1%-25.2pp | 75.8%-22.0pp | 83.0%-29.2pp |
| Annual return | -2.20% | 15.14%-17.3pp | 17.10%-19.3pp | 41.45%-43.7pp |
| Employer contribution / active EE | $1,834 | $4,868-62.3% | $3,714-50.6% | $4,869-62.3% |
| Participant deferral / active EE | $3,340 | $6,598-49.4% | $5,696-41.4% | $5,287-36.8% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |