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 | $23,037 | $138,044-83.3% | $125,339-81.6% | $134,475-82.9% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -24.58% | 750.33%-774.9pp | 572.05%-596.6pp | 417.96%-442.5pp |
| Employer contribution / active EE | $1,669 | $5,243-68.2% | $4,814-65.3% | $4,740-64.8% |
| Participant deferral / active EE | $3,232 | $7,799-58.6% | $7,446-56.6% | $6,400-49.5% |
| Admin fee / account holder | $193 | $11,571-98.3% | $10,010-98.1% | $11,426-98.3% |