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 | $33,905 | $76,000-55.4% | $154,107-78.0% | $64,186-47.2% |
| Participation rate | 55.2% | 70.4%-15.2pp | 83.0%-27.9pp | 69.6%-14.4pp |
| Annual return | -11.35% | 30.32%-41.7pp | 735.12%-746.5pp | 7.63%-19.0pp |
| Employer contribution / active EE | $1,826 | $3,351-45.5% | $5,298-65.5% | $2,381-23.3% |
| Participant deferral / active EE | $4,274 | $3,175+34.6% | $5,081-15.9% | $3,470+23.2% |
| Admin fee / account holder | $9 | $5,596-99.8% | $13,411-99.9% | $4,888-99.8% |