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 10-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 | $76,799 | $95,971-20.0% | $74,550+3.0% | $135,375-43.3% |
| Participation rate | 45.5% | 75.7%-30.2pp | 69.1%-23.7pp | 82.6%-37.2pp |
| Annual return | -9.24% | 56.96%-66.2pp | 32.53%-41.8pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,252 | $2,716-53.9% | $1,961-36.2% | $4,779-73.8% |
| Participant deferral / active EE | $2,085 | $3,843-45.7% | $3,108-32.9% | $5,609-62.8% |
| Admin fee / account holder | $236 | $6,522-96.4% | $5,060-95.3% | $10,827-97.8% |