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 | $114,524 | $226,064-49.3% | $182,532-37.3% | $152,861-25.1% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.0%-22.4pp | 82.4%-26.9pp |
| Annual return | 0.31% | 192.51%-192.2pp | 148.54%-148.2pp | 345.32%-345.0pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,524-100.0% | $5,850-100.0% |
| Admin fee / account holder | $6 | $10,703-99.9% | $8,592-99.9% | $11,596-100.0% |