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 | $51,767 | $133,958-61.4% | $112,228-53.9% | $134,475-61.5% |
| Participation rate | 30.4% | 78.6%-48.1pp | 75.1%-44.6pp | 81.2%-50.8pp |
| Annual return | -24.37% | 47.11%-71.5pp | 27.45%-51.8pp | 417.96%-442.3pp |
| Employer contribution / active EE | $1,785 | $4,038-55.8% | $3,635-50.9% | $4,740-62.3% |
| Participant deferral / active EE | $3,464 | $5,291-34.5% | $4,728-26.7% | $6,400-45.9% |
| Admin fee / account holder | $18 | $7,489-99.8% | $6,410-99.7% | $11,426-99.8% |