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 | $24,222 | $138,065-82.5% | $123,544-80.4% | $135,375-82.1% |
| Participation rate | 45.5% | 84.7%-39.3pp | 82.3%-36.8pp | 82.6%-37.2pp |
| Annual return | -17.60% | 153.68%-171.3pp | 119.20%-136.8pp | 519.73%-537.3pp |
| Employer contribution / active EE | $1,774 | $5,151-65.6% | $4,628-61.7% | $4,779-62.9% |
| Participant deferral / active EE | $5,273 | $6,799-22.5% | $6,426-17.9% | $5,609-6.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |