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 9-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 | $43,419 | $77,813-44.2% | $123,544-64.9% | $64,186-32.4% |
| Participation rate | 62.1% | 74.7%-12.6pp | 82.3%-20.2pp | 69.6%-7.5pp |
| Annual return | -9.03% | 12.48%-21.5pp | 119.20%-128.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $2,492 | $3,014-17.3% | $4,628-46.1% | $2,381+4.7% |
| Participant deferral / active EE | $4,354 | $5,240-16.9% | $6,426-32.2% | $3,470+25.5% |
| Admin fee / account holder | $275 | $5,519-95.0% | $9,284-97.0% | $4,888-94.4% |