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 8-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 | $40,047 | $92,222-56.6% | $76,768-47.8% | $135,375-70.4% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -18.43% | 5.46%-23.9pp | 2.43%-20.9pp | 519.73%-538.2pp |
| Employer contribution / active EE | $3,605 | $3,216+12.1% | $2,485+45.1% | $4,779-24.6% |
| Participant deferral / active EE | $12,000 | $4,509+166.2% | $3,852+211.6% | $5,609+114.0% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |