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 9-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 | $71,328 | $97,757-27.0% | $83,848-14.9% | $135,375-47.3% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -12.37% | 1287.37%-1299.7pp | 850.88%-863.2pp | 519.73%-532.1pp |
| Employer contribution / active EE | $1,530 | $4,222-63.8% | $3,631-57.9% | $4,779-68.0% |
| Participant deferral / active EE | $6,120 | $4,682+30.7% | $4,082+49.9% | $5,609+9.1% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |