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 | $88,617 | $135,952-34.8% | $123,892-28.5% | $273,961-67.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | -3.36% | 56.63%-60.0pp | 47.52%-50.9pp | 41.45%-44.8pp |
| Employer contribution / active EE | $943 | $5,170-81.8% | $4,617-79.6% | $4,869-80.6% |
| Participant deferral / active EE | $5,929 | $6,343-6.5% | $5,984-0.9% | $5,287+12.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |