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 | $12,282 | $95,193-87.1% | $76,523-83.9% | $135,375-90.9% |
| Participation rate | 40.0% | 74.4%-34.4pp | 68.0%-28.0pp | 82.6%-42.6pp |
| Annual return | -22.36% | 4.85%-27.2pp | -0.27%-22.1pp | 519.73%-542.1pp |
| Employer contribution / active EE | $809 | $3,302-75.5% | $2,647-69.4% | $4,779-83.1% |
| Participant deferral / active EE | $2,053 | $4,639-55.7% | $3,835-46.5% | $5,609-63.4% |
| Admin fee / account holder | $74 | $6,249-98.8% | $4,848-98.5% | $10,827-99.3% |