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 | $106,231 | $99,652+6.6% | $78,778+34.8% | $147,584-28.0% |
| Participation rate | 16.7% | 76.2%-59.6pp | 69.2%-52.5pp | 82.8%-66.2pp |
| Annual return | -10.09% | 47.28%-57.4pp | 35.62%-45.7pp | 578.55%-588.6pp |
| Employer contribution / active EE | $633 | $2,796-77.4% | $1,986-68.1% | $4,876-87.0% |
| Participant deferral / active EE | $3,500 | $3,664-4.5% | $2,958+18.3% | $5,439-35.6% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |