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 | $26,792 | $82,630-67.6% | $64,105-58.2% | $125,391-78.6% |
| Participation rate | 25.0% | 75.9%-50.9pp | 68.2%-43.2pp | 83.2%-58.2pp |
| Annual return | -4.07% | 1489.72%-1493.8pp | 791.24%-795.3pp | 282.22%-286.3pp |
| Employer contribution / active EE | $613 | $2,671-77.1% | $1,820-66.3% | $4,866-87.4% |
| Participant deferral / active EE | $3,208 | $3,608-11.1% | $2,822+13.7% | $5,352-40.0% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |