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 | $19,151 | $108,642-82.4% | $74,701-74.4% | $152,861-87.5% |
| Participation rate | 20.0% | 65.3%-45.3pp | 54.5%-34.5pp | 82.4%-62.4pp |
| Annual return | -90.32% | 114.06%-204.4pp | 752.92%-843.2pp | 345.32%-435.6pp |
| Employer contribution / active EE | $1,016 | $1,503-32.4% | $1,084-6.3% | $4,762-78.7% |
| Participant deferral / active EE | $1,521 | $2,712-43.9% | $1,964-22.5% | $5,850-74.0% |
| Admin fee / account holder | $59 | $4,902-98.8% | $3,333-98.2% | $11,596-99.5% |