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 5-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 | $12,786 | $93,024-86.3% | $77,024-83.4% | $134,475-90.5% |
| Participation rate | 37.5% | 74.5%-37.0pp | 67.9%-30.4pp | 81.2%-43.7pp |
| Annual return | -21.76% | 62.60%-84.4pp | 42.32%-64.1pp | 417.96%-439.7pp |
| Employer contribution / active EE | $981 | $3,418-71.3% | $2,812-65.1% | $4,740-79.3% |
| Participant deferral / active EE | $1,182 | $5,238-77.4% | $4,426-73.3% | $6,400-81.5% |
| Admin fee / account holder | $77 | $6,944-98.9% | $5,425-98.6% | $11,426-99.3% |