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 | $17,438 | $104,106-83.3% | $71,086-75.5% | $135,375-87.1% |
| Participation rate | 33.3% | 65.7%-32.3pp | 54.7%-21.3pp | 82.6%-49.3pp |
| Annual return | -16.90% | 1256.30%-1273.2pp | 650.59%-667.5pp | 519.73%-536.6pp |
| Employer contribution / active EE | $693 | $1,485-53.3% | $1,088-36.3% | $4,779-85.5% |
| Participant deferral / active EE | $2,057 | $2,527-18.6% | $1,874+9.7% | $5,609-63.3% |
| Admin fee / account holder | $250 | $4,142-94.0% | $3,082-91.9% | $10,827-97.7% |