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 | $3,019 | $84,402-96.4% | $61,373-95.1% | $134,475-97.8% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -27.06% | 584.55%-611.6pp | 338.61%-365.7pp | 417.96%-445.0pp |
| Employer contribution / active EE | $636 | $1,544-58.8% | $1,159-45.1% | $4,740-86.6% |
| Participant deferral / active EE | $1,634 | $2,819-42.1% | $2,125-23.1% | $6,400-74.5% |
| Admin fee / account holder | $23 | $2,585-99.1% | $2,130-98.9% | $11,426-99.8% |