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 | $38,595 | $82,630-53.3% | $64,105-39.8% | $125,391-69.2% |
| Participation rate | 53.8% | 75.9%-22.0pp | 68.2%-14.3pp | 83.2%-29.3pp |
| Annual return | -3.74% | 1489.72%-1493.5pp | 791.24%-795.0pp | 282.22%-286.0pp |
| Employer contribution / active EE | $843 | $2,671-68.4% | $1,820-53.7% | $4,866-82.7% |
| Participant deferral / active EE | $6,462 | $3,608+79.1% | $2,822+129.0% | $5,352+20.7% |
| Admin fee / account holder | $218 | $6,382-96.6% | $4,499-95.2% | $9,540-97.7% |