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 | $9,036 | $93,024-90.3% | $77,024-88.3% | $134,475-93.3% |
| Participation rate | 64.3% | 74.5%-10.2pp | 67.9%-3.6pp | 81.2%-16.9pp |
| Annual return | -23.39% | 62.60%-86.0pp | 42.32%-65.7pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,448 | $3,418-57.6% | $2,812-48.5% | $4,740-69.4% |
| Participant deferral / active EE | $1,819 | $5,238-65.3% | $4,426-58.9% | $6,400-71.6% |
| Admin fee / account holder | $118 | $6,944-98.3% | $5,425-97.8% | $11,426-99.0% |