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 | $83,687 | $210,648-60.3% | $177,989-53.0% | $145,922-42.6% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | -9.45% | 385.86%-395.3pp | 294.48%-303.9pp | 561.29%-570.7pp |
| Employer contribution / active EE | $26,417 | $4,565+478.7% | $3,949+569.0% | $4,660+466.9% |
| Participant deferral / active EE | $17,500 | $6,958+151.5% | $6,276+178.8% | $6,688+161.7% |
| Admin fee / account holder | $114 | $12,013-99.1% | $10,363-98.9% | $13,397-99.2% |