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 | $69,359 | $76,552-9.4% | $123,892-44.0% | $62,891+10.3% |
| Participation rate | 60.0% | 73.0%-13.0pp | 81.4%-21.4pp | 69.3%-9.3pp |
| Annual return | 3.10% | 18.68%-15.6pp | 47.52%-44.4pp | 20.14%-17.0pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,877 | $4,840+0.8% | $5,984-18.5% | $3,203+52.3% |
| Admin fee / account holder | $293 | $4,826-93.9% | $8,357-96.5% | $4,296-93.2% |