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 6-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 | $16,224 | $93,024-82.6% | $77,024-78.9% | $134,475-87.9% |
| Participation rate | 55.6% | 74.5%-18.9pp | 67.9%-12.3pp | 81.2%-25.7pp |
| Annual return | -60.34% | 62.60%-122.9pp | 42.32%-102.7pp | 417.96%-478.3pp |
| Employer contribution / active EE | $2,817 | $3,418-17.6% | $2,812+0.2% | $4,740-40.6% |
| Participant deferral / active EE | $7,791 | $5,238+48.7% | $4,426+76.0% | $6,400+21.7% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |