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 | $32,200 | $58,512-45.0% | $84,015-61.7% | $72,985-55.9% |
| Participation rate | 56.9% | 61.2%-4.3pp | 69.0%-12.1pp | 69.5%-12.6pp |
| Annual return | 2.28% | 28.93%-26.7pp | 71.31%-69.0pp | 81.00%-78.7pp |
| Employer contribution / active EE | $703 | $1,163-39.5% | $1,983-64.5% | $2,440-71.2% |
| Participant deferral / active EE | $1,198 | $2,394-50.0% | $3,239-63.0% | $3,607-66.8% |
| Admin fee / account holder | $55 | $4,569-98.8% | $6,101-99.1% | $5,124-98.9% |