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 | $38,123 | $50,958-25.2% | $74,550-48.9% | $64,186-40.6% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.1%-2.5pp | 69.6%-2.9pp |
| Annual return | -8.26% | -1.86%-6.4pp | 32.53%-40.8pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,839 | $1,115+64.9% | $1,961-6.2% | $2,381-22.7% |
| Participant deferral / active EE | $5,679 | $2,301+146.8% | $3,108+82.7% | $3,470+63.7% |
| Admin fee / account holder | $4 | $4,223-99.9% | $5,060-99.9% | $4,888-99.9% |