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 | $26,747 | $50,958-47.5% | $74,550-64.1% | $64,186-58.3% |
| Participation rate | 52.7% | 61.1%-8.3pp | 69.1%-16.4pp | 69.6%-16.8pp |
| Annual return | -8.41% | -1.86%-6.6pp | 32.53%-40.9pp | 7.63%-16.0pp |
| Employer contribution / active EE | $995 | $1,115-10.8% | $1,961-49.2% | $2,381-58.2% |
| Participant deferral / active EE | $1,280 | $2,301-44.4% | $3,108-58.8% | $3,470-63.1% |
| Admin fee / account holder | $297 | $4,223-93.0% | $5,060-94.1% | $4,888-93.9% |