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 | $54,219 | $176,662-69.3% | $130,648-58.5% | $152,861-64.5% |
| Participation rate | 16.7% | 79.0%-62.3pp | 71.7%-55.1pp | 82.4%-65.8pp |
| Annual return | -3.81% | 2692.24%-2696.0pp | 1708.96%-1712.8pp | 345.32%-349.1pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,420 | $4,361-67.4% | $3,603-60.6% | $5,850-75.7% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |