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 | $37,905 | $82,664-54.1% | $125,339-69.8% | $68,494-44.7% |
| Participation rate | 55.6% | 75.0%-19.5pp | 82.4%-26.8pp | 67.9%-12.3pp |
| Annual return | -19.41% | -5.97%-13.4pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,158 | $3,381-65.8% | $4,814-76.0% | $2,596-55.4% |
| Participant deferral / active EE | $3,346 | $6,110-45.2% | $7,446-55.1% | $4,027-16.9% |
| Admin fee / account holder | $182 | $6,275-97.1% | $10,010-98.2% | $5,403-96.6% |