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 | $45,877 | $84,402-45.6% | $61,373-25.2% | $134,475-65.9% |
| Participation rate | 62.5% | 62.2%+0.3pp | 52.6%+9.9pp | 81.2%-18.7pp |
| Annual return | -24.24% | 584.55%-608.8pp | 338.61%-362.8pp | 417.96%-442.2pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,375 | $2,819-51.2% | $2,125-35.3% | $6,400-78.5% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |