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 | $11,985 | $90,600-86.8% | $79,464-84.9% | $135,375-91.1% |
| Participation rate | 69.2% | 76.0%-6.8pp | 73.3%-4.1pp | 82.6%-13.4pp |
| Annual return | -16.35% | 977.43%-993.8pp | 718.14%-734.5pp | 519.73%-536.1pp |
| Employer contribution / active EE | $1,459 | $3,068-52.5% | $2,800-47.9% | $4,779-69.5% |
| Participant deferral / active EE | $3,633 | $4,050-10.3% | $3,704-1.9% | $5,609-35.2% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |