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 | $51,202 | $85,790-40.3% | $67,313-23.9% | $135,375-62.2% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -11.33% | -0.54%-10.8pp | -4.08%-7.3pp | 519.73%-531.1pp |
| Employer contribution / active EE | $1,190 | $3,487-65.9% | $2,566-53.6% | $4,779-75.1% |
| Participant deferral / active EE | $2,322 | $4,651-50.1% | $3,568-34.9% | $5,609-58.6% |
| Admin fee / account holder | $95 | $6,392-98.5% | $4,507-97.9% | $10,827-99.1% |