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 | $20,403 | $27,915-26.9% | $58,482-65.1% | $75,163-72.9% |
| Participation rate | 24.2% | 38.8%-14.6pp | 50.9%-26.6pp | 67.2%-42.9pp |
| Annual return | -35.49% | 44.20%-79.7pp | 4239.32%-4274.8pp | 160.62%-196.1pp |
| Employer contribution / active EE | $147 | $669-78.1% | $1,053-86.1% | $2,670-94.5% |
| Participant deferral / active EE | $746 | $1,201-37.9% | $1,924-61.2% | $4,125-81.9% |
| Admin fee / account holder | $56 | $1,726-96.8% | $2,516-97.8% | $5,651-99.0% |