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 | $44,293 | $58,512-24.3% | $84,015-47.3% | $72,985-39.3% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.0%-19.0pp | 69.5%-19.5pp |
| Annual return | 13.52% | 28.93%-15.4pp | 71.31%-57.8pp | 81.00%-67.5pp |
| Employer contribution / active EE | $551 | $1,163-52.6% | $1,983-72.2% | $2,440-77.4% |
| Participant deferral / active EE | $1,316 | $2,394-45.0% | $3,239-59.4% | $3,607-63.5% |
| Admin fee / account holder | $162 | $4,569-96.5% | $6,101-97.3% | $5,124-96.8% |