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 | $88,395 | $60,892+45.2% | $82,389+7.3% | $84,808+4.2% |
| Participation rate | 44.8% | 63.3%-18.4pp | 69.5%-24.7pp | 68.3%-23.5pp |
| Annual return | 11.29% | 37.29%-26.0pp | 28.67%-17.4pp | 40.90%-29.6pp |
| Employer contribution / active EE | $636 | $1,779-64.3% | $2,517-74.7% | $2,631-75.8% |
| Participant deferral / active EE | $2,610 | $3,179-17.9% | $4,155-37.2% | $4,212-38.0% |
| Admin fee / account holder | $55 | $5,467-99.0% | $7,231-99.2% | $7,344-99.3% |