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 9-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 | $28,919 | $87,540-67.0% | $75,781-61.8% | $125,391-76.9% |
| Participation rate | 38.1% | 80.2%-42.1pp | 75.8%-37.7pp | 83.2%-45.1pp |
| Annual return | -6.17% | 13.48%-19.6pp | 9.68%-15.8pp | 282.22%-288.4pp |
| Employer contribution / active EE | $877 | $3,930-77.7% | $3,323-73.6% | $4,866-82.0% |
| Participant deferral / active EE | $3,184 | $4,229-24.7% | $3,651-12.8% | $5,352-40.5% |
| Admin fee / account holder | $3 | $6,502-100.0% | $5,299-99.9% | $9,540-100.0% |