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 | $24,014 | $109,817-78.1% | $98,442-75.6% | $167,490-85.7% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 0.50% | 1956.69%-1956.2pp | 1492.73%-1492.2pp | 478.56%-478.1pp |
| Employer contribution / active EE | $888 | $3,224-72.5% | $2,960-70.0% | $4,837-81.6% |
| Participant deferral / active EE | $4,000 | $4,673-14.4% | $4,276-6.5% | $6,341-36.9% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |