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 8-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 | $138,174 | $67,823+103.7% | $52,425+163.6% | $137,256+0.7% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | -10.23% | 219.11%-229.3pp | 302.12%-312.4pp | 220.34%-230.6pp |
| Employer contribution / active EE | $819 | $1,163-29.6% | $914-10.4% | $4,156-80.3% |
| Participant deferral / active EE | $2,126 | $2,288-7.1% | $1,790+18.8% | $6,407-66.8% |
| Admin fee / account holder | -$36 | $2,844-101.3% | $2,495-101.4% | $12,270-100.3% |