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 | $58,627+50.8% | $76,735+15.2% | $82,448+7.2% |
| Participation rate | 44.8% | 63.2%-18.4pp | 69.5%-24.7pp | 68.1%-23.2pp |
| Annual return | 11.29% | 39.10%-27.8pp | 29.77%-18.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $636 | $1,729-63.2% | $2,454-74.1% | $2,551-75.1% |
| Participant deferral / active EE | $2,610 | $3,134-16.7% | $4,088-36.2% | $4,139-36.9% |
| Admin fee / account holder | $55 | $5,323-99.0% | $7,189-99.2% | $7,234-99.2% |