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 4-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 | $29,720 | $148,534-80.0% | $135,903-78.1% | $139,434-78.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | -28.91% | 79.19%-108.1pp | 68.23%-97.1pp | 372.94%-401.9pp |
| Employer contribution / active EE | $3,165 | $5,243-39.6% | $4,856-34.8% | $4,751-33.4% |
| Participant deferral / active EE | $18,845 | $8,100+132.6% | $7,758+142.9% | $6,710+180.8% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |