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 | $28,449 | $67,606-57.9% | $82,313-65.4% | $70,131-59.4% |
| Participation rate | 61.5% | 72.8%-11.2pp | 76.9%-15.4pp | 69.5%-8.0pp |
| Annual return | 6.19% | 21.57%-15.4pp | 25.88%-19.7pp | 73.14%-66.9pp |
| Employer contribution / active EE | $1,904 | $1,755+8.5% | $2,428-21.6% | $2,342-18.7% |
| Participant deferral / active EE | $3,558 | $2,987+19.1% | $3,706-4.0% | $3,332+6.8% |
| Admin fee / account holder | $24 | $4,512-99.5% | $5,608-99.6% | $4,645-99.5% |