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 | $37,611 | $73,004-48.5% | $90,749-58.6% | $68,494-45.1% |
| Participation rate | 36.6% | 70.8%-34.2pp | 75.7%-39.1pp | 67.9%-31.3pp |
| Annual return | -22.18% | -13.81%-8.4pp | -12.16%-10.0pp | -7.84%-14.3pp |
| Employer contribution / active EE | $676 | $2,193-69.2% | $2,921-76.9% | $2,596-74.0% |
| Participant deferral / active EE | $2,422 | $3,627-33.2% | $4,564-46.9% | $4,027-39.9% |
| Admin fee / account holder | $220 | $5,896-96.3% | $8,445-97.4% | $5,403-95.9% |