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 | $48,327 | $98,240-50.8% | $82,313-41.3% | $147,584-67.3% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | -46.57% | 30.85%-77.4pp | 25.88%-72.4pp | 578.55%-625.1pp |
| Employer contribution / active EE | $1,365 | $3,192-57.2% | $2,428-43.8% | $4,876-72.0% |
| Participant deferral / active EE | $1,621 | $4,383-63.0% | $3,706-56.3% | $5,439-70.2% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |