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 | $64,691 | $87,841-26.4% | $133,980-51.7% | $62,891+2.9% |
| Participation rate | 64.0% | 83.4%-19.4pp | 87.1%-23.1pp | 69.3%-5.3pp |
| Annual return | 3.63% | 12.05%-8.4pp | 29.30%-25.7pp | 20.14%-16.5pp |
| Employer contribution / active EE | $2,462 | $3,483-29.3% | $5,211-52.8% | $2,281+7.9% |
| Participant deferral / active EE | $7,147 | $4,812+48.5% | $6,282+13.8% | $3,203+123.2% |
| Admin fee / account holder | $0 | $5,371-100.0% | $9,324-100.0% | $4,296-100.0% |