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 | $0 | $71,883-100.0% | $86,677-100.0% | $68,494-100.0% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.6%-76.6pp | 67.9%-67.9pp |
| Annual return | -24.10% | 3.52%-27.6pp | 35.91%-60.0pp | -7.84%-16.3pp |
| Employer contribution / active EE | $2,798 | $2,173+28.8% | $2,836-1.3% | $2,596+7.8% |
| Participant deferral / active EE | $5,557 | $3,779+47.1% | $4,656+19.4% | $4,027+38.0% |
| Admin fee / account holder | $0 | $6,112-100.0% | $7,493-100.0% | $5,403-100.0% |