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 | $226,092 | $168,632+34.1% | $147,614+53.2% | $125,391+80.3% |
| Participation rate | 12.5% | 88.8%-76.3pp | 84.6%-72.1pp | 83.2%-70.7pp |
| Annual return | -6.93% | 77.65%-84.6pp | 61.98%-68.9pp | 282.22%-289.2pp |
| Employer contribution / active EE | $2,193 | $6,252-64.9% | $5,564-60.6% | $4,866-54.9% |
| Participant deferral / active EE | $5,119 | $5,507-7.0% | $4,895+4.6% | $5,352-4.3% |
| Admin fee / account holder | $23 | $13,580-99.8% | $11,611-99.8% | $9,540-99.8% |