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 | $100,652 | $131,829-23.6% | $108,579-7.3% | $273,961-63.3% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | -3.48% | -91.57%+88.1pp | -51.70%+48.2pp | 41.45%-44.9pp |
| Employer contribution / active EE | $1,218 | $4,912-75.2% | $3,758-67.6% | $4,869-75.0% |
| Participant deferral / active EE | $2,430 | $5,127-52.6% | $4,311-43.6% | $5,287-54.0% |
| Admin fee / account holder | $176 | $10,252-98.3% | $7,645-97.7% | $10,132-98.3% |