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 | $25,635 | $88,594-71.1% | $70,092-63.4% | $134,475-80.9% |
| Participation rate | 55.6% | 74.9%-19.4pp | 70.5%-14.9pp | 81.2%-25.7pp |
| Annual return | -21.07% | 442.67%-463.7pp | 190.73%-211.8pp | 417.96%-439.0pp |
| Employer contribution / active EE | $636 | $3,233-80.3% | $2,559-75.1% | $4,740-86.6% |
| Participant deferral / active EE | $2,681 | $4,772-43.8% | $3,849-30.3% | $6,400-58.1% |
| Admin fee / account holder | $110 | $10,441-98.9% | $6,267-98.2% | $11,426-99.0% |