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 | $47,966 | $83,337-42.4% | $67,834-29.3% | $273,961-82.5% |
| Participation rate | 28.6% | 76.4%-47.9pp | 68.8%-40.2pp | 83.0%-54.4pp |
| Annual return | 1.08% | 259.45%-258.4pp | 138.47%-137.4pp | 41.45%-40.4pp |
| Employer contribution / active EE | $708 | $3,287-78.5% | $2,403-70.6% | $4,869-85.5% |
| Participant deferral / active EE | $2,010 | $4,088-50.8% | $3,160-36.4% | $5,287-62.0% |
| Admin fee / account holder | $269 | $6,752-96.0% | $4,622-94.2% | $10,132-97.3% |