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 6-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 | $63,451 | $29,660+113.9% | $56,411+12.5% | $80,856-21.5% |
| Participation rate | 50.0% | 41.6%+8.4pp | 52.5%-2.5pp | 67.6%-17.6pp |
| Annual return | 9.71% | 35.23%-25.5pp | 1701.33%-1691.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $831 | $669+24.2% | $1,039-20.0% | $2,755-69.8% |
| Participant deferral / active EE | $3,252 | $1,226+165.3% | $1,952+66.6% | $4,296-24.3% |
| Admin fee / account holder | $275 | $2,428-88.7% | $2,829-90.3% | $6,918-96.0% |