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 | $46,810 | $172,111-72.8% | $150,298-68.9% | $137,256-65.9% |
| Participation rate | 45.0% | 81.7%-36.7pp | 77.8%-32.8pp | 80.0%-35.0pp |
| Annual return | 7.72% | 69.37%-61.7pp | 62.79%-55.1pp | 220.34%-212.6pp |
| Employer contribution / active EE | $1,046 | $4,636-77.4% | $4,154-74.8% | $4,156-74.8% |
| Participant deferral / active EE | $2,209 | $6,166-64.2% | $5,453-59.5% | $6,407-65.5% |
| Admin fee / account holder | $263 | $16,471-98.4% | $14,116-98.1% | $12,270-97.9% |