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 | $50,638 | $49,173+3.0% | $121,098-58.2% | $75,163-32.6% |
| Participation rate | 65.7% | 55.4%+10.3pp | 69.5%-3.8pp | 67.2%-1.5pp |
| Annual return | 8.71% | 55.99%-47.3pp | 985.75%-977.0pp | 160.62%-151.9pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,009 | $2,628-23.5% | $4,080-50.7% | $4,125-51.3% |
| Admin fee / account holder | $14 | $3,942-99.7% | $5,644-99.8% | $5,651-99.8% |