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 8-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 | $24,764 | $133,958-81.5% | $112,228-77.9% | $134,475-81.6% |
| Participation rate | 59.1% | 78.6%-19.5pp | 75.1%-16.0pp | 81.2%-22.1pp |
| Annual return | -24.05% | 47.11%-71.2pp | 27.45%-51.5pp | 417.96%-442.0pp |
| Employer contribution / active EE | $1,883 | $4,038-53.4% | $3,635-48.2% | $4,740-60.3% |
| Participant deferral / active EE | $2,723 | $5,291-48.5% | $4,728-42.4% | $6,400-57.5% |
| Admin fee / account holder | $18 | $7,489-99.8% | $6,410-99.7% | $11,426-99.8% |