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 | $96,380 | $77,813+23.9% | $123,544-22.0% | $64,186+50.2% |
| Participation rate | 34.3% | 74.7%-40.4pp | 82.3%-48.0pp | 69.6%-35.3pp |
| Annual return | -9.85% | 12.48%-22.3pp | 119.20%-129.0pp | 7.63%-17.5pp |
| Employer contribution / active EE | $822 | $3,014-72.7% | $4,628-82.2% | $2,381-65.5% |
| Participant deferral / active EE | $2,720 | $5,240-48.1% | $6,426-57.7% | $3,470-21.6% |
| Admin fee / account holder | $4 | $5,519-99.9% | $9,284-100.0% | $4,888-99.9% |