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 | $86,480 | $72,404+19.4% | $110,238-21.6% | $64,186+34.7% |
| Participation rate | 60.5% | 73.3%-12.8pp | 79.8%-19.3pp | 69.6%-9.0pp |
| Annual return | -8.00% | -6.29%-1.7pp | 314.74%-322.7pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,263 | $3,469+22.9% | $4,672-8.8% | $3,470+22.9% |
| Admin fee / account holder | $71 | $5,664-98.8% | $8,547-99.2% | $4,888-98.6% |