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 | $13,237 | $90,600-85.4% | $79,464-83.3% | $135,375-90.2% |
| Participation rate | 38.1% | 76.0%-38.0pp | 73.3%-35.3pp | 82.6%-44.5pp |
| Annual return | -12.48% | 977.43%-989.9pp | 718.14%-730.6pp | 519.73%-532.2pp |
| Employer contribution / active EE | $1,874 | $3,068-38.9% | $2,800-33.1% | $4,779-60.8% |
| Participant deferral / active EE | $1,340 | $4,050-66.9% | $3,704-63.8% | $5,609-76.1% |
| Admin fee / account holder | $7 | $5,907-99.9% | $5,113-99.9% | $10,827-99.9% |