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 9-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 | $29,057 | $84,402-65.6% | $61,373-52.7% | $134,475-78.4% |
| Participation rate | 45.0% | 62.2%-17.2pp | 52.6%-7.6pp | 81.2%-36.2pp |
| Annual return | -24.79% | 584.55%-609.3pp | 338.61%-363.4pp | 417.96%-442.8pp |
| Employer contribution / active EE | $1,589 | $1,544+2.9% | $1,159+37.1% | $4,740-66.5% |
| Participant deferral / active EE | $3,804 | $2,819+35.0% | $2,125+79.0% | $6,400-40.6% |
| Admin fee / account holder | $131 | $2,585-94.9% | $2,130-93.8% | $11,426-98.9% |