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 | $20,494 | $48,265-57.5% | $68,791-70.2% | $68,494-70.1% |
| Participation rate | 37.5% | 60.7%-23.2pp | 69.0%-31.5pp | 67.9%-30.4pp |
| Annual return | -35.55% | -12.71%-22.8pp | -6.38%-29.2pp | -7.84%-27.7pp |
| Employer contribution / active EE | $1,912 | $1,829+4.6% | $2,655-28.0% | $2,596-26.3% |
| Participant deferral / active EE | $3,428 | $2,867+19.6% | $3,941-13.0% | $4,027-14.9% |
| Admin fee / account holder | $251 | $4,355-94.2% | $4,932-94.9% | $5,403-95.4% |