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 6-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 | $21,708 | $92,703-76.6% | $82,719-73.8% | $134,475-83.9% |
| Participation rate | 29.4% | 75.2%-45.8pp | 72.6%-43.1pp | 81.2%-51.8pp |
| Annual return | -22.48% | 944.92%-967.4pp | 701.18%-723.7pp | 417.96%-440.4pp |
| Employer contribution / active EE | $1,402 | $3,274-57.2% | $3,009-53.4% | $4,740-70.4% |
| Participant deferral / active EE | $2,620 | $4,802-45.4% | $4,395-40.4% | $6,400-59.1% |
| Admin fee / account holder | $275 | $5,983-95.4% | $5,329-94.8% | $11,426-97.6% |