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 | $38,421 | $101,069-62.0% | $81,478-52.8% | $147,584-74.0% |
| Participation rate | 27.3% | 74.5%-47.2pp | 68.0%-40.7pp | 82.8%-55.6pp |
| Annual return | 7.51% | 32.40%-24.9pp | 38.78%-31.3pp | 578.55%-571.0pp |
| Employer contribution / active EE | $771 | $3,205-76.0% | $2,568-70.0% | $4,876-84.2% |
| Participant deferral / active EE | $1,011 | $4,242-76.2% | $3,537-71.4% | $5,439-81.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |