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 | $21,096 | $97,757-78.4% | $83,848-74.8% | $135,375-84.4% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -14.87% | 1287.37%-1302.2pp | 850.88%-865.8pp | 519.73%-534.6pp |
| Employer contribution / active EE | $893 | $4,222-78.9% | $3,631-75.4% | $4,779-81.3% |
| Participant deferral / active EE | $2,410 | $4,682-48.5% | $4,082-41.0% | $5,609-57.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |