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 | $26,900 | $107,791-75.0% | $90,645-70.3% | $135,375-80.1% |
| Participation rate | 42.9% | 78.0%-35.2pp | 74.0%-31.2pp | 82.6%-39.8pp |
| Annual return | -13.08% | -0.90%-12.2pp | 1.88%-15.0pp | 519.73%-532.8pp |
| Employer contribution / active EE | $1,133 | $3,018-62.4% | $2,532-55.2% | $4,779-76.3% |
| Participant deferral / active EE | $4,224 | $3,872+9.1% | $3,425+23.3% | $5,609-24.7% |
| Admin fee / account holder | $60 | $5,930-99.0% | $4,994-98.8% | $10,827-99.4% |