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 | $240,551 | $92,703+159.5% | $82,719+190.8% | $134,475+78.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -26.21% | 944.92%-971.1pp | 701.18%-727.4pp | 417.96%-444.2pp |
| Employer contribution / active EE | $1,636 | $3,274-50.0% | $3,009-45.6% | $4,740-65.5% |
| Participant deferral / active EE | $8,726 | $4,802+81.7% | $4,395+98.5% | $6,400+36.3% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |