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 6-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 | $150,421 | $107,791+39.5% | $90,645+65.9% | $135,375+11.1% |
| Participation rate | 14.3% | 78.0%-63.8pp | 74.0%-59.7pp | 82.6%-68.4pp |
| Annual return | -22.71% | -0.90%-21.8pp | 1.88%-24.6pp | 519.73%-542.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,425-100.0% | $5,609-100.0% |
| Admin fee / account holder | $142 | $5,930-97.6% | $4,994-97.2% | $10,827-98.7% |