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 | $199,666 | $111,724+78.7% | $93,606+113.3% | $145,922+36.8% |
| Participation rate | 16.7% | 74.2%-57.5pp | 68.7%-52.1pp | 80.3%-63.6pp |
| Annual return | 4.81% | 202.98%-198.2pp | 133.20%-128.4pp | 561.29%-556.5pp |
| Employer contribution / active EE | $759 | $3,090-75.4% | $2,420-68.6% | $4,660-83.7% |
| Participant deferral / active EE | $1,952 | $4,912-60.3% | $4,411-55.7% | $6,688-70.8% |
| Admin fee / account holder | $60 | $10,250-99.4% | $8,285-99.3% | $13,397-99.6% |