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 | $30,865 | $113,935-72.9% | $94,224-67.2% | $125,391-75.4% |
| Participation rate | 58.3% | 82.9%-24.6pp | 78.8%-20.4pp | 83.2%-24.9pp |
| Annual return | -6.14% | 5.29%-11.4pp | 10.68%-16.8pp | 282.22%-288.4pp |
| Employer contribution / active EE | $1,444 | $4,727-69.5% | $3,587-59.7% | $4,866-70.3% |
| Participant deferral / active EE | $4,829 | $5,179-6.7% | $4,320+11.8% | $5,352-9.8% |
| Admin fee / account holder | $158 | $8,391-98.1% | $6,269-97.5% | $9,540-98.3% |