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 | $31,602 | $167,484-81.1% | $151,611-79.2% | $134,475-76.5% |
| Participation rate | 38.1% | 88.4%-50.3pp | 87.5%-49.4pp | 81.2%-43.1pp |
| Annual return | -22.01% | 7.80%-29.8pp | 3.33%-25.3pp | 417.96%-440.0pp |
| Employer contribution / active EE | $2,311 | $6,829-66.2% | $6,166-62.5% | $4,740-51.2% |
| Participant deferral / active EE | $5,476 | $8,986-39.1% | $8,363-34.5% | $6,400-14.4% |
| Admin fee / account holder | $142 | $13,783-99.0% | $11,616-98.8% | $11,426-98.8% |