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 7-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 | $28,586 | $73,867-61.3% | $143,757-80.1% | $68,494-58.3% |
| Participation rate | 12.2% | 66.7%-54.5pp | 80.3%-68.1pp | 67.9%-55.7pp |
| Annual return | -20.68% | 1.01%-21.7pp | -0.04%-20.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $503 | $3,184-84.2% | $4,951-89.8% | $2,596-80.6% |
| Participant deferral / active EE | $1,552 | $3,384-54.1% | $5,637-72.5% | $4,027-61.4% |
| Admin fee / account holder | $243 | $5,755-95.8% | $14,673-98.3% | $5,403-95.5% |