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 4-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 | $33,628 | $106,515-68.4% | $96,683-65.2% | $139,434-75.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 5.50% | 38.43%-32.9pp | 35.69%-30.2pp | 372.94%-367.4pp |
| Employer contribution / active EE | $1,600 | $4,103-61.0% | $3,737-57.2% | $4,751-66.3% |
| Participant deferral / active EE | $2,000 | $5,454-63.3% | $4,878-59.0% | $6,710-70.2% |
| Admin fee / account holder | $81 | $7,877-99.0% | $6,730-98.8% | $11,403-99.3% |