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 5-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 | $39,062 | $109,904-64.5% | $97,167-59.8% | $145,959-73.2% |
| Participation rate | 41.7% | 75.9%-34.3pp | 72.7%-31.0pp | 80.3%-38.6pp |
| Annual return | 6.97% | 243.43%-236.5pp | 75.27%-68.3pp | 561.95%-555.0pp |
| Employer contribution / active EE | $778 | $3,084-74.8% | $2,729-71.5% | $4,661-83.3% |
| Participant deferral / active EE | $3,323 | $4,676-28.9% | $4,264-22.1% | $6,689-50.3% |
| Admin fee / account holder | $188 | $6,216-97.0% | $5,650-96.7% | $13,398-98.6% |