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 | $67,625 | $37,426+80.7% | $77,482-12.7% | $79,858-15.3% |
| Participation rate | 7.8% | 41.5%-33.7pp | 54.2%-46.3pp | 69.6%-61.8pp |
| Annual return | -9.27% | 39.70%-49.0pp | 54.79%-64.1pp | 31.71%-41.0pp |
| Employer contribution / active EE | $192 | $637-69.8% | $986-80.5% | $2,471-92.2% |
| Participant deferral / active EE | $376 | $1,260-70.1% | $1,861-79.8% | $3,740-89.9% |
| Admin fee / account holder | $289 | $2,504-88.5% | $2,858-89.9% | $5,306-94.6% |