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 | $49,379 | $175,202-71.8% | $149,673-67.0% | $139,434-64.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | -43.04% | 166.71%-209.7pp | 134.42%-177.5pp | 372.94%-416.0pp |
| Employer contribution / active EE | $2,004 | $5,474-63.4% | $4,818-58.4% | $4,751-57.8% |
| Participant deferral / active EE | $4,486 | $6,519-31.2% | $5,680-21.0% | $6,710-33.2% |
| Admin fee / account holder | $285 | $16,150-98.2% | $13,210-97.8% | $11,403-97.5% |