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 4-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 | $16,863 | $93,024-81.9% | $77,024-78.1% | $134,475-87.5% |
| Participation rate | 10.0% | 74.5%-64.5pp | 67.9%-57.9pp | 81.2%-71.2pp |
| Annual return | -21.64% | 62.60%-84.2pp | 42.32%-64.0pp | 417.96%-439.6pp |
| Employer contribution / active EE | $525 | $3,418-84.7% | $2,812-81.3% | $4,740-88.9% |
| Participant deferral / active EE | $985 | $5,238-81.2% | $4,426-77.7% | $6,400-84.6% |
| Admin fee / account holder | $38 | $6,944-99.5% | $5,425-99.3% | $11,426-99.7% |