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 7-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 | $140,644 | $117,983+19.2% | $101,794+38.2% | $142,382-1.2% |
| Participation rate | 16.7% | 74.2%-57.6pp | 69.2%-52.5pp | 80.1%-63.5pp |
| Annual return | 5.40% | 36.92%-31.5pp | 30.53%-25.1pp | 217.08%-211.7pp |
| Employer contribution / active EE | $680 | $2,773-75.5% | $2,289-70.3% | $4,299-84.2% |
| Participant deferral / active EE | $2,655 | $4,714-43.7% | $4,084-35.0% | $6,507-59.2% |
| Admin fee / account holder | $146 | $10,433-98.6% | $8,777-98.3% | $12,624-98.8% |