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 5-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 | $18,643 | $82,664-77.4% | $125,339-85.1% | $68,494-72.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -22.89% | -5.97%-16.9pp | 572.05%-594.9pp | -7.84%-15.0pp |
| Employer contribution / active EE | $3,430 | $3,381+1.4% | $4,814-28.7% | $2,596+32.1% |
| Participant deferral / active EE | $7,134 | $6,110+16.8% | $7,446-4.2% | $4,027+77.1% |
| Admin fee / account holder | $138 | $6,275-97.8% | $10,010-98.6% | $5,403-97.4% |