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 | $59,548 | $157,256-62.1% | $141,162-57.8% | $152,861-61.0% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.4%-19.9pp |
| Annual return | 9.32% | 64.32%-55.0pp | 71.39%-62.1pp | 345.32%-336.0pp |
| Employer contribution / active EE | $3,208 | $5,261-39.0% | $4,735-32.2% | $4,762-32.6% |
| Participant deferral / active EE | $3,220 | $7,109-54.7% | $6,709-52.0% | $5,850-45.0% |
| Admin fee / account holder | $247 | $12,120-98.0% | $10,261-97.6% | $11,596-97.9% |