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 | $32,417 | $211,958-84.7% | $169,463-80.9% | $135,375-76.1% |
| Participation rate | 54.5% | 82.6%-28.1pp | 77.8%-23.2pp | 82.6%-28.1pp |
| Annual return | -11.51% | 3.26%-14.8pp | 1.83%-13.3pp | 519.73%-531.2pp |
| Employer contribution / active EE | $1,226 | $5,120-76.0% | $4,159-70.5% | $4,779-74.3% |
| Participant deferral / active EE | $3,815 | $6,075-37.2% | $5,277-27.7% | $5,609-32.0% |
| Admin fee / account holder | $51 | $11,471-99.6% | $9,109-99.4% | $10,827-99.5% |