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 7-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 | $21,594 | $93,024-76.8% | $77,024-72.0% | $134,475-83.9% |
| Participation rate | 28.6% | 74.5%-45.9pp | 67.9%-39.3pp | 81.2%-52.7pp |
| Annual return | -22.69% | 62.60%-85.3pp | 42.32%-65.0pp | 417.96%-440.7pp |
| Employer contribution / active EE | $684 | $3,418-80.0% | $2,812-75.7% | $4,740-85.6% |
| Participant deferral / active EE | $1,374 | $5,238-73.8% | $4,426-69.0% | $6,400-78.5% |
| Admin fee / account holder | $122 | $6,944-98.2% | $5,425-97.8% | $11,426-98.9% |