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 | $40,641 | $53,777-24.4% | $134,143-69.7% | $79,858-49.1% |
| Participation rate | 52.3% | 58.8%-6.5pp | 72.2%-19.9pp | 69.6%-17.3pp |
| Annual return | -1.93% | 19.01%-20.9pp | 36.33%-38.3pp | 31.71%-33.6pp |
| Employer contribution / active EE | $1,222 | $1,321-7.5% | $3,704-67.0% | $2,471-50.6% |
| Participant deferral / active EE | $1,807 | $2,420-25.3% | $3,499-48.3% | $3,740-51.7% |
| Admin fee / account holder | $197 | $3,984-95.1% | $6,684-97.1% | $5,306-96.3% |