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 5-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 | $30,236 | $93,024-67.5% | $77,024-60.7% | $134,475-77.5% |
| Participation rate | 46.2% | 74.5%-28.3pp | 67.9%-21.8pp | 81.2%-35.1pp |
| Annual return | -22.11% | 62.60%-84.7pp | 42.32%-64.4pp | 417.96%-440.1pp |
| Employer contribution / active EE | $3,081 | $3,418-9.9% | $2,812+9.6% | $4,740-35.0% |
| Participant deferral / active EE | $3,828 | $5,238-26.9% | $4,426-13.5% | $6,400-40.2% |
| Admin fee / account holder | $58 | $6,944-99.2% | $5,425-98.9% | $11,426-99.5% |