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 | $36,121 | $85,202-57.6% | $172,739-79.1% | $72,985-50.5% |
| Participation rate | 36.7% | 70.1%-33.4pp | 82.6%-46.0pp | 69.5%-32.8pp |
| Annual return | -13.41% | 27.32%-40.7pp | 802.84%-816.3pp | 81.00%-94.4pp |
| Employer contribution / active EE | $785 | $3,324-76.4% | $5,143-84.7% | $2,440-67.8% |
| Participant deferral / active EE | $1,784 | $3,260-45.3% | $5,198-65.7% | $3,607-50.5% |
| Admin fee / account holder | $176 | $5,884-97.0% | $13,954-98.7% | $5,124-96.6% |