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 | $21,691 | $39,019-44.4% | $80,716-73.1% | $85,850-74.7% |
| Participation rate | 36.0% | 41.5%-5.5pp | 54.2%-18.2pp | 69.3%-33.3pp |
| Annual return | 8.67% | 26.27%-17.6pp | 87.28%-78.6pp | 318.53%-309.9pp |
| Employer contribution / active EE | $625 | $722-13.4% | $1,160-46.1% | $2,565-75.6% |
| Participant deferral / active EE | $1,350 | $1,326+1.8% | $2,146-37.1% | $3,952-65.8% |
| Admin fee / account holder | $219 | $2,431-91.0% | $3,380-93.5% | $6,260-96.5% |