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 | $29,172 | $93,024-68.6% | $77,024-62.1% | $134,475-78.3% |
| Participation rate | 33.3% | 74.5%-41.1pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -25.33% | 62.60%-87.9pp | 42.32%-67.6pp | 417.96%-443.3pp |
| Employer contribution / active EE | $1,420 | $3,418-58.5% | $2,812-49.5% | $4,740-70.0% |
| Participant deferral / active EE | $3,793 | $5,238-27.6% | $4,426-14.3% | $6,400-40.7% |
| Admin fee / account holder | $117 | $6,944-98.3% | $5,425-97.9% | $11,426-99.0% |