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 | $32,497 | $54,541-40.4% | $78,778-58.7% | $70,131-53.7% |
| Participation rate | 66.0% | 60.8%+5.2pp | 69.2%-3.2pp | 69.5%-3.5pp |
| Annual return | 11.40% | 21.07%-9.7pp | 35.62%-24.2pp | 73.14%-61.7pp |
| Employer contribution / active EE | $694 | $1,089-36.2% | $1,986-65.1% | $2,342-70.4% |
| Participant deferral / active EE | $1,040 | $2,210-53.0% | $2,958-64.9% | $3,332-68.8% |
| Admin fee / account holder | $266 | $3,709-92.8% | $5,134-94.8% | $4,645-94.3% |