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 6-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 | $33,528 | $138,044-75.7% | $125,339-73.2% | $134,475-75.1% |
| Participation rate | 61.5% | 84.5%-22.9pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -23.60% | 750.33%-773.9pp | 572.05%-595.7pp | 417.96%-441.6pp |
| Employer contribution / active EE | $2,456 | $5,243-53.2% | $4,814-49.0% | $4,740-48.2% |
| Participant deferral / active EE | $6,519 | $7,799-16.4% | $7,446-12.5% | $6,400+1.9% |
| Admin fee / account holder | $219 | $11,571-98.1% | $10,010-97.8% | $11,426-98.1% |