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 7-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 | $17,615 | $84,402-79.1% | $61,373-71.3% | $134,475-86.9% |
| Participation rate | 57.1% | 62.2%-5.1pp | 52.6%+4.6pp | 81.2%-24.1pp |
| Annual return | -22.20% | 584.55%-606.8pp | 338.61%-360.8pp | 417.96%-440.2pp |
| Employer contribution / active EE | $646 | $1,544-58.2% | $1,159-44.3% | $4,740-86.4% |
| Participant deferral / active EE | $3,553 | $2,819+26.0% | $2,125+67.2% | $6,400-44.5% |
| Admin fee / account holder | $139 | $2,585-94.6% | $2,130-93.5% | $11,426-98.8% |