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 | $43,973 | $102,966-57.3% | $90,281-51.3% | $152,861-71.2% |
| Participation rate | 36.4% | 75.9%-39.5pp | 73.3%-36.9pp | 82.4%-46.1pp |
| Annual return | -26.66% | 95.16%-121.8pp | 78.10%-104.8pp | 345.32%-372.0pp |
| Employer contribution / active EE | $1,947 | $3,139-38.0% | $2,854-31.8% | $4,762-59.1% |
| Participant deferral / active EE | $3,703 | $4,281-13.5% | $3,885-4.7% | $5,850-36.7% |
| Admin fee / account holder | $26 | $6,171-99.6% | $5,351-99.5% | $11,596-99.8% |