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 8-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 | $27,601 | $93,024-70.3% | $77,024-64.2% | $134,475-79.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -22.80% | 62.60%-85.4pp | 42.32%-65.1pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,346 | $3,418-60.6% | $2,812-52.1% | $4,740-71.6% |
| Participant deferral / active EE | $1,849 | $5,238-64.7% | $4,426-58.2% | $6,400-71.1% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |