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 | $65,047 | $102,966-36.8% | $90,281-28.0% | $152,861-57.4% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | -20.21% | 95.16%-115.4pp | 78.10%-98.3pp | 345.32%-365.5pp |
| Employer contribution / active EE | $1,631 | $3,139-48.0% | $2,854-42.9% | $4,762-65.7% |
| Participant deferral / active EE | $5,676 | $4,281+32.6% | $3,885+46.1% | $5,850-3.0% |
| Admin fee / account holder | $139 | $6,171-97.7% | $5,351-97.4% | $11,596-98.8% |