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 | $27,704 | $104,106-73.4% | $71,086-61.0% | $135,375-79.5% |
| Participation rate | 5.3% | 65.7%-60.4pp | 54.7%-49.4pp | 82.6%-77.4pp |
| Annual return | -32.18% | 1256.30%-1288.5pp | 650.59%-682.8pp | 519.73%-551.9pp |
| Employer contribution / active EE | $190 | $1,485-87.2% | $1,088-82.6% | $4,779-96.0% |
| Participant deferral / active EE | $919 | $2,527-63.6% | $1,874-51.0% | $5,609-83.6% |
| Admin fee / account holder | $59 | $4,142-98.6% | $3,082-98.1% | $10,827-99.5% |