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 | $44,557 | $59,805-25.5% | $79,550-44.0% | $68,494-34.9% |
| Participation rate | 67.9% | 61.1%+6.8pp | 69.5%-1.6pp | 67.9%0pp |
| Annual return | -21.73% | -12.30%-9.4pp | 0.16%-21.9pp | -7.84%-13.9pp |
| Employer contribution / active EE | $1,411 | $1,505-6.3% | $2,413-41.5% | $2,596-45.7% |
| Participant deferral / active EE | $2,779 | $3,024-8.1% | $3,985-30.3% | $4,027-31.0% |
| Admin fee / account holder | $50 | $4,835-99.0% | $6,832-99.3% | $5,403-99.1% |