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 9-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 | $18,928 | $85,790-77.9% | $67,313-71.9% | $135,375-86.0% |
| Participation rate | 35.0% | 76.5%-41.5pp | 69.1%-34.1pp | 82.6%-47.6pp |
| Annual return | -14.22% | -0.54%-13.7pp | -4.08%-10.1pp | 519.73%-533.9pp |
| Employer contribution / active EE | $800 | $3,487-77.1% | $2,566-68.8% | $4,779-83.3% |
| Participant deferral / active EE | $1,597 | $4,651-65.7% | $3,568-55.3% | $5,609-71.5% |
| Admin fee / account holder | $268 | $6,392-95.8% | $4,507-94.1% | $10,827-97.5% |