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 | $51,933 | $62,586-17.0% | $76,768-32.4% | $64,186-19.1% |
| Participation rate | 60.0% | 72.8%-12.8pp | 77.0%-17.0pp | 69.6%-9.6pp |
| Annual return | -12.90% | -1.95%-11.0pp | 2.43%-15.3pp | 7.63%-20.5pp |
| Employer contribution / active EE | $1,182 | $1,832-35.5% | $2,485-52.4% | $2,381-50.3% |
| Participant deferral / active EE | $3,216 | $3,145+2.3% | $3,852-16.5% | $3,470-7.3% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |