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 6-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 | $45,207 | $133,958-66.3% | $112,228-59.7% | $134,475-66.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -26.05% | 47.11%-73.2pp | 27.45%-53.5pp | 417.96%-444.0pp |
| Employer contribution / active EE | $1,179 | $4,038-70.8% | $3,635-67.6% | $4,740-75.1% |
| Participant deferral / active EE | $13,303 | $5,291+151.4% | $4,728+181.4% | $6,400+107.9% |
| Admin fee / account holder | $185 | $7,489-97.5% | $6,410-97.1% | $11,426-98.4% |