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 4-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 | $21,979 | $100,004-78.0% | $81,438-73.0% | $145,959-84.9% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.5%-69.5pp | 80.3%-80.3pp |
| Annual return | -8.37% | 34.34%-42.7pp | 24.74%-33.1pp | 561.95%-570.3pp |
| Employer contribution / active EE | $1,746 | $2,970-41.2% | $2,460-29.1% | $4,661-62.5% |
| Participant deferral / active EE | $2,126 | $4,603-53.8% | $3,883-45.3% | $6,689-68.2% |
| Admin fee / account holder | $0 | $8,202-100.0% | $5,764-100.0% | $13,398-100.0% |