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 | $17,602 | $73,867-76.2% | $143,757-87.8% | $68,494-74.3% |
| Participation rate | 52.7% | 66.7%-14.0pp | 80.3%-27.6pp | 67.9%-15.2pp |
| Annual return | -19.44% | 1.01%-20.5pp | -0.04%-19.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $946 | $3,184-70.3% | $4,951-80.9% | $2,596-63.5% |
| Participant deferral / active EE | $1,530 | $3,384-54.8% | $5,637-72.9% | $4,027-62.0% |
| Admin fee / account holder | $235 | $5,755-95.9% | $14,673-98.4% | $5,403-95.6% |