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 | $44,230 | $115,882-61.8% | $100,516-56.0% | $158,922-72.2% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 3.95% | 34.79%-30.8pp | 30.89%-26.9pp | 302.83%-298.9pp |
| Employer contribution / active EE | $1,675 | $4,103-59.2% | $3,418-51.0% | $4,761-64.8% |
| Participant deferral / active EE | $3,644 | $6,674-45.4% | $6,270-41.9% | $5,982-39.1% |
| Admin fee / account holder | $8 | $10,995-99.9% | $8,081-99.9% | $11,246-99.9% |