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 3-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 | $38,385 | $76,738-50.0% | $56,411-32.0% | $145,922-73.7% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 4.91% | 2994.23%-2989.3pp | 1701.33%-1696.4pp | 561.29%-556.4pp |
| Employer contribution / active EE | $860 | $1,380-37.7% | $1,039-17.2% | $4,660-81.5% |
| Participant deferral / active EE | $3,201 | $2,623+22.1% | $1,952+64.0% | $6,688-52.1% |
| Admin fee / account holder | $84 | $3,334-97.5% | $2,829-97.0% | $13,397-99.4% |