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 7-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 | $45,788 | $84,402-45.8% | $61,373-25.4% | $134,475-66.0% |
| Participation rate | 11.1% | 62.2%-51.1pp | 52.6%-41.5pp | 81.2%-70.1pp |
| Annual return | -22.13% | 584.55%-606.7pp | 338.61%-360.7pp | 417.96%-440.1pp |
| Employer contribution / active EE | $257 | $1,544-83.4% | $1,159-77.8% | $4,740-94.6% |
| Participant deferral / active EE | $1,256 | $2,819-55.4% | $2,125-40.9% | $6,400-80.4% |
| Admin fee / account holder | $4 | $2,585-99.8% | $2,130-99.8% | $11,426-100.0% |