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 | $145,541 | $111,754+30.2% | $103,333+40.8% | $145,922-0.3% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.6pp |
| Annual return | 7.93% | 24.77%-16.8pp | 24.88%-17.0pp | 561.29%-553.4pp |
| Employer contribution / active EE | $1,506 | $4,212-64.2% | $3,868-61.1% | $4,660-67.7% |
| Participant deferral / active EE | $2,864 | $5,619-49.0% | $5,057-43.4% | $6,688-57.2% |
| Admin fee / account holder | $11 | $9,750-99.9% | $8,355-99.9% | $13,397-99.9% |