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 | $11,197 | $33,067-66.1% | $76,523-85.4% | $56,287-80.1% |
| Participation rate | 35.2% | 55.4%-20.2pp | 68.0%-32.8pp | 69.9%-34.6pp |
| Annual return | -10.19% | 2.72%-12.9pp | -0.27%-9.9pp | -9.96%-0.2pp |
| Employer contribution / active EE | $447 | $1,200-62.8% | $2,647-83.1% | $2,111-78.8% |
| Participant deferral / active EE | $2,862 | $2,240+27.8% | $3,835-25.4% | $3,350-14.6% |
| Admin fee / account holder | $147 | $537-72.7% | $4,848-97.0% | $521-71.9% |