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 | $61,864 | $209,411-70.5% | $178,490-65.3% | $158,922-61.1% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 0.16% | 188.75%-188.6pp | 151.07%-150.9pp | 302.83%-302.7pp |
| Employer contribution / active EE | $1,873 | $5,706-67.2% | $5,011-62.6% | $4,761-60.7% |
| Participant deferral / active EE | $3,277 | $5,954-45.0% | $5,202-37.0% | $5,982-45.2% |
| Admin fee / account holder | $30 | $17,074-99.8% | $13,984-99.8% | $11,246-99.7% |