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 5-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 | $38,954 | $100,773-61.3% | $88,946-56.2% | $142,382-72.6% |
| Participation rate | 37.5% | 74.3%-36.8pp | 68.8%-31.3pp | 80.1%-42.6pp |
| Annual return | 10.10% | 70.18%-60.1pp | 57.82%-47.7pp | 217.08%-207.0pp |
| Employer contribution / active EE | $888 | $2,918-69.6% | $2,555-65.3% | $4,299-79.4% |
| Participant deferral / active EE | $3,598 | $5,230-31.2% | $4,581-21.5% | $6,507-44.7% |
| Admin fee / account holder | $225 | $9,693-97.7% | $8,261-97.3% | $12,624-98.2% |