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 5-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 | $70,064 | $106,543-34.2% | $91,220-23.2% | $134,475-47.9% |
| Participation rate | 25.0% | 76.8%-51.8pp | 73.2%-48.2pp | 81.2%-56.2pp |
| Annual return | -30.82% | 160.60%-191.4pp | 114.01%-144.8pp | 417.96%-448.8pp |
| Employer contribution / active EE | $1,341 | $3,331-59.7% | $2,850-52.9% | $4,740-71.7% |
| Participant deferral / active EE | $5,125 | $4,719+8.6% | $4,234+21.1% | $6,400-19.9% |
| Admin fee / account holder | $208 | $6,231-96.7% | $5,420-96.2% | $11,426-98.2% |