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 | $69,241 | $155,788-55.6% | $124,672-44.5% | $167,490-58.7% |
| Participation rate | 0.0% | 81.1%-81.1pp | 74.6%-74.6pp | 82.1%-82.1pp |
| Annual return | -72.54% | 17.97%-90.5pp | 5142.93%-5215.5pp | 478.56%-551.1pp |
| Employer contribution / active EE | $12,000 | $4,163+188.2% | $3,324+261.1% | $4,837+148.1% |
| Participant deferral / active EE | $24,000 | $5,673+323.0% | $4,614+420.1% | $6,341+278.5% |
| Admin fee / account holder | $50 | $9,531-99.5% | $7,493-99.3% | $12,309-99.6% |