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 | $38,181 | $112,881-66.2% | $90,951-58.0% | $158,922-76.0% |
| Participation rate | 40.0% | 74.7%-34.7pp | 69.0%-29.0pp | 82.0%-42.0pp |
| Annual return | -19.89% | 215.79%-235.7pp | 134.60%-154.5pp | 302.83%-322.7pp |
| Employer contribution / active EE | $3,548 | $2,893+22.6% | $2,122+67.2% | $4,761-25.5% |
| Participant deferral / active EE | $6,464 | $4,128+56.6% | $3,373+91.6% | $5,982+8.1% |
| Admin fee / account holder | $212 | $8,041-97.4% | $5,959-96.5% | $11,246-98.1% |