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 6-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 | $58,027 | $86,891-33.2% | $142,449-59.3% | $75,163-22.8% |
| Participation rate | 54.7% | 68.5%-13.8pp | 76.8%-22.1pp | 67.2%-12.5pp |
| Annual return | 10.53% | 23.31%-12.8pp | 19.99%-9.5pp | 160.62%-150.1pp |
| Employer contribution / active EE | $1,229 | $3,355-63.4% | $4,847-74.7% | $2,670-54.0% |
| Participant deferral / active EE | $2,046 | $4,938-58.6% | $6,283-67.4% | $4,125-50.4% |
| Admin fee / account holder | $0 | $7,299-100.0% | $10,011-100.0% | $5,651-100.0% |