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 9-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 | $29,036 | $180,449-83.9% | $154,107-81.2% | $135,375-78.6% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -13.45% | 888.09%-901.5pp | 735.12%-748.6pp | 519.73%-533.2pp |
| Employer contribution / active EE | $2,311 | $6,035-61.7% | $5,298-56.4% | $4,779-51.6% |
| Participant deferral / active EE | $6,052 | $5,806+4.2% | $5,081+19.1% | $5,609+7.9% |
| Admin fee / account holder | $65 | $16,143-99.6% | $13,411-99.5% | $10,827-99.4% |