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 | $52,370 | $104,106-49.7% | $71,086-26.3% | $135,375-61.3% |
| Participation rate | 33.3% | 65.7%-32.3pp | 54.7%-21.3pp | 82.6%-49.3pp |
| Annual return | -32.13% | 1256.30%-1288.4pp | 650.59%-682.7pp | 519.73%-551.9pp |
| Employer contribution / active EE | $226 | $1,485-84.8% | $1,088-79.3% | $4,779-95.3% |
| Participant deferral / active EE | $400 | $2,527-84.2% | $1,874-78.7% | $5,609-92.9% |
| Admin fee / account holder | $5 | $4,142-99.9% | $3,082-99.8% | $10,827-100.0% |