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 7-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 | $37,310 | $167,307-77.7% | $143,757-74.0% | $134,475-72.3% |
| Participation rate | 53.3% | 84.8%-31.5pp | 80.3%-27.0pp | 81.2%-27.9pp |
| Annual return | -39.06% | 0.46%-39.5pp | -0.04%-39.0pp | 417.96%-457.0pp |
| Employer contribution / active EE | $1,405 | $5,619-75.0% | $4,951-71.6% | $4,740-70.3% |
| Participant deferral / active EE | $2,989 | $6,446-53.6% | $5,637-47.0% | $6,400-53.3% |
| Admin fee / account holder | $217 | $18,088-98.8% | $14,673-98.5% | $11,426-98.1% |