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 | $63,515 | $52,580+20.8% | $71,671-11.4% | $70,131-9.4% |
| Participation rate | 51.9% | 60.9%-9.0pp | 68.7%-16.9pp | 69.5%-17.7pp |
| Annual return | 10.58% | 20.25%-9.7pp | 20.65%-10.1pp | 73.14%-62.6pp |
| Employer contribution / active EE | $1,098 | $1,616-32.1% | $2,460-55.4% | $2,342-53.1% |
| Participant deferral / active EE | $2,136 | $2,386-10.5% | $3,438-37.9% | $3,332-35.9% |
| Admin fee / account holder | $154 | $3,653-95.8% | $5,558-97.2% | $4,645-96.7% |