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 | $73,706 | $103,376-28.7% | $87,100-15.4% | $152,861-51.8% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.9%-43.5pp | 82.4%-49.1pp |
| Annual return | 5.96% | 28.10%-22.1pp | 28.19%-22.2pp | 345.32%-339.4pp |
| Employer contribution / active EE | $1,009 | $3,220-68.7% | $2,521-60.0% | $4,762-78.8% |
| Participant deferral / active EE | $2,633 | $4,778-44.9% | $4,049-35.0% | $5,850-55.0% |
| Admin fee / account holder | $180 | $12,205-98.5% | $7,497-97.6% | $11,596-98.4% |