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 | $22,666 | $75,828-70.1% | $147,614-84.6% | $59,632-62.0% |
| Participation rate | 25.0% | 71.6%-46.6pp | 84.6%-59.6pp | 68.7%-43.7pp |
| Annual return | -6.22% | 0.37%-6.6pp | 61.98%-68.2pp | 2041.28%-2047.5pp |
| Employer contribution / active EE | $593 | $3,485-83.0% | $5,564-89.3% | $2,203-73.1% |
| Participant deferral / active EE | $1,310 | $3,130-58.2% | $4,895-73.2% | $3,192-59.0% |
| Admin fee / account holder | $12 | $5,985-99.8% | $11,611-99.9% | $4,297-99.7% |