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 | $30,173 | $95,971-68.6% | $74,550-59.5% | $135,375-77.7% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -10.72% | 56.96%-67.7pp | 32.53%-43.2pp | 519.73%-530.5pp |
| Employer contribution / active EE | $941 | $2,716-65.3% | $1,961-52.0% | $4,779-80.3% |
| Participant deferral / active EE | $4,054 | $3,843+5.5% | $3,108+30.4% | $5,609-27.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |