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 3-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 | $33,776 | $95,266-64.5% | $82,389-59.0% | $142,382-76.3% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.5%-36.2pp | 80.1%-46.8pp |
| Annual return | -45.32% | 25.74%-71.1pp | 28.67%-74.0pp | 217.08%-262.4pp |
| Employer contribution / active EE | $636 | $2,991-78.7% | $2,517-74.7% | $4,299-85.2% |
| Participant deferral / active EE | $1,314 | $4,809-72.7% | $4,155-68.4% | $6,507-79.8% |
| Admin fee / account holder | $50 | $8,563-99.4% | $7,231-99.3% | $12,624-99.6% |