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 | $13,570 | $84,695-84.0% | $73,843-81.6% | $125,391-89.2% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -4.77% | 3123.53%-3128.3pp | 2267.84%-2272.6pp | 282.22%-287.0pp |
| Employer contribution / active EE | $2,184 | $3,123-30.1% | $2,787-21.6% | $4,866-55.1% |
| Participant deferral / active EE | $2,551 | $3,992-36.1% | $3,583-28.8% | $5,352-52.3% |
| Admin fee / account holder | $166 | $5,691-97.1% | $4,880-96.6% | $9,540-98.3% |