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 9-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 | $16,407 | $90,600-81.9% | $79,464-79.4% | $135,375-87.9% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -11.04% | 977.43%-988.5pp | 718.14%-729.2pp | 519.73%-530.8pp |
| Employer contribution / active EE | $4,235 | $3,068+38.0% | $2,800+51.2% | $4,779-11.4% |
| Participant deferral / active EE | $4,423 | $4,050+9.2% | $3,704+19.4% | $5,609-21.1% |
| Admin fee / account holder | $34 | $5,907-99.4% | $5,113-99.3% | $10,827-99.7% |