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 | $39,680 | $46,869-15.3% | $122,332-67.6% | $70,131-43.4% |
| Participation rate | 42.4% | 58.2%-15.8pp | 71.6%-29.2pp | 69.5%-27.1pp |
| Annual return | 12.52% | 24.22%-11.7pp | 30.27%-17.8pp | 73.14%-60.6pp |
| Employer contribution / active EE | $341 | $1,288-73.5% | $4,050-91.6% | $2,342-85.4% |
| Participant deferral / active EE | $1,382 | $2,166-36.2% | $3,287-58.0% | $3,332-58.5% |
| Admin fee / account holder | $1 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |