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 3-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 | $85,299 | $99,877-14.6% | $84,966+0.4% | $145,922-41.5% |
| Participation rate | 15.4% | 74.1%-58.7pp | 67.5%-52.1pp | 80.3%-64.9pp |
| Annual return | -0.05% | 83.76%-83.8pp | 66.38%-66.4pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,074 | $3,231-66.8% | $2,727-60.6% | $4,660-76.9% |
| Participant deferral / active EE | $3,538 | $5,291-33.1% | $4,519-21.7% | $6,688-47.1% |
| Admin fee / account holder | $35 | $7,248-99.5% | $6,149-99.4% | $13,397-99.7% |