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 4-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 | $11,818 | $29,660-60.2% | $56,411-79.0% | $80,856-85.4% |
| Participation rate | 31.0% | 41.6%-10.7pp | 52.5%-21.5pp | 67.6%-36.7pp |
| Annual return | 10.23% | 35.23%-25.0pp | 1701.33%-1691.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $598 | $669-10.7% | $1,039-42.4% | $2,755-78.3% |
| Participant deferral / active EE | $1,556 | $1,226+26.9% | $1,952-20.3% | $4,296-63.8% |
| Admin fee / account holder | $209 | $2,428-91.4% | $2,829-92.6% | $6,918-97.0% |