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 | $40,380 | $49,227-18.0% | $70,449-42.7% | $79,858-49.4% |
| Participation rate | 56.3% | 69.2%-12.9pp | 75.1%-18.8pp | 69.6%-13.4pp |
| Annual return | 5.86% | 30.06%-24.2pp | 109.03%-103.2pp | 31.71%-25.9pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,053 | $2,768-25.8% | $3,709-44.6% | $3,740-45.1% |
| Admin fee / account holder | $33 | $2,878-98.9% | $3,845-99.1% | $5,306-99.4% |