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 7-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 | $13,016 | $48,265-73.0% | $68,791-81.1% | $68,494-81.0% |
| Participation rate | 42.9% | 60.7%-17.8pp | 69.0%-26.2pp | 67.9%-25.0pp |
| Annual return | -22.15% | -12.71%-9.4pp | -6.38%-15.8pp | -7.84%-14.3pp |
| Employer contribution / active EE | $1,112 | $1,829-39.2% | $2,655-58.1% | $2,596-57.2% |
| Participant deferral / active EE | $2,156 | $2,867-24.8% | $3,941-45.3% | $4,027-46.5% |
| Admin fee / account holder | $275 | $4,355-93.7% | $4,932-94.4% | $5,403-94.9% |