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 | $21,686 | $27,641-21.5% | $61,373-64.7% | $68,494-68.3% |
| Participation rate | 22.7% | 39.5%-16.8pp | 52.6%-29.8pp | 67.9%-45.2pp |
| Annual return | -25.44% | -13.24%-12.2pp | 338.61%-364.0pp | -7.84%-17.6pp |
| Employer contribution / active EE | $585 | $695-15.8% | $1,159-49.5% | $2,596-77.5% |
| Participant deferral / active EE | $1,802 | $1,263+42.6% | $2,125-15.2% | $4,027-55.3% |
| Admin fee / account holder | $195 | $2,010-90.3% | $2,130-90.9% | $5,403-96.4% |