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 7-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 | $25,996 | $46,674-44.3% | $117,472-77.9% | $68,494-62.0% |
| Participation rate | 60.0% | 56.8%+3.2pp | 70.6%-10.6pp | 67.9%-7.9pp |
| Annual return | -20.02% | -14.52%-5.5pp | 29.74%-49.8pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,957 | $1,505+30.0% | $4,176-53.1% | $2,596-24.6% |
| Participant deferral / active EE | $3,683 | $2,636+39.7% | $4,070-9.5% | $4,027-8.5% |
| Admin fee / account holder | $178 | $4,020-95.6% | $5,645-96.8% | $5,403-96.7% |