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 | $84,656 | $113,339-25.3% | $94,993-10.9% | $147,584-42.6% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | -10.68% | 20.77%-31.4pp | 27.12%-37.8pp | 578.55%-589.2pp |
| Employer contribution / active EE | $922 | $3,160-70.8% | $2,603-64.6% | $4,876-81.1% |
| Participant deferral / active EE | $1,522 | $3,777-59.7% | $3,317-54.1% | $5,439-72.0% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |