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 | $32,507 | $180,449-82.0% | $154,107-78.9% | $135,375-76.0% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | -16.72% | 888.09%-904.8pp | 735.12%-751.8pp | 519.73%-536.5pp |
| Employer contribution / active EE | $1,416 | $6,035-76.5% | $5,298-73.3% | $4,779-70.4% |
| Participant deferral / active EE | $3,908 | $5,806-32.7% | $5,081-23.1% | $5,609-30.3% |
| Admin fee / account holder | $169 | $16,143-99.0% | $13,411-98.7% | $10,827-98.4% |