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 | $79,683 | $176,056-54.7% | $159,436-50.0% | $167,490-52.4% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | -40.41% | 331.75%-372.2pp | 263.57%-304.0pp | 478.56%-519.0pp |
| Employer contribution / active EE | $2,038 | $5,297-61.5% | $4,829-57.8% | $4,837-57.9% |
| Participant deferral / active EE | $4,298 | $7,750-44.5% | $7,352-41.5% | $6,341-32.2% |
| Admin fee / account holder | $191 | $12,554-98.5% | $10,799-98.2% | $12,309-98.4% |