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 | $39,413 | $135,952-71.0% | $123,892-68.2% | $273,961-85.6% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 3.40% | 56.63%-53.2pp | 47.52%-44.1pp | 41.45%-38.1pp |
| Employer contribution / active EE | $1,036 | $5,170-80.0% | $4,617-77.6% | $4,869-78.7% |
| Participant deferral / active EE | $2,249 | $6,343-64.5% | $5,984-62.4% | $5,287-57.5% |
| Admin fee / account holder | $17 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |