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 | $62,902 | $180,449-65.1% | $154,107-59.2% | $135,375-53.5% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -16.14% | 888.09%-904.2pp | 735.12%-751.3pp | 519.73%-535.9pp |
| Employer contribution / active EE | $3,260 | $6,035-46.0% | $5,298-38.5% | $4,779-31.8% |
| Participant deferral / active EE | $14,783 | $5,806+154.6% | $5,081+191.0% | $5,609+163.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |