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 9-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 | $22,275 | $90,600-75.4% | $79,464-72.0% | $135,375-83.5% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -21.35% | 977.43%-998.8pp | 718.14%-739.5pp | 519.73%-541.1pp |
| Employer contribution / active EE | $1,190 | $3,068-61.2% | $2,800-57.5% | $4,779-75.1% |
| Participant deferral / active EE | $5,950 | $4,050+46.9% | $3,704+60.6% | $5,609+6.1% |
| Admin fee / account holder | $75 | $5,907-98.7% | $5,113-98.5% | $10,827-99.3% |