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 | $27,195 | $90,600-70.0% | $79,464-65.8% | $135,375-79.9% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -12.56% | 977.43%-990.0pp | 718.14%-730.7pp | 519.73%-532.3pp |
| Employer contribution / active EE | $3,070 | $3,068+0.1% | $2,800+9.6% | $4,779-35.8% |
| Participant deferral / active EE | $2,822 | $4,050-30.3% | $3,704-23.8% | $5,609-49.7% |
| Admin fee / account holder | $5 | $5,907-99.9% | $5,113-99.9% | $10,827-100.0% |