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 | $45,909 | $138,044-66.7% | $125,339-63.4% | $134,475-65.9% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -35.44% | 750.33%-785.8pp | 572.05%-607.5pp | 417.96%-453.4pp |
| Employer contribution / active EE | $8,407 | $5,243+60.3% | $4,814+74.6% | $4,740+77.4% |
| Participant deferral / active EE | $5,366 | $7,799-31.2% | $7,446-27.9% | $6,400-16.2% |
| Admin fee / account holder | $174 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |