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 | $12,266 | $93,024-86.8% | $77,024-84.1% | $134,475-90.9% |
| Participation rate | 61.1% | 74.5%-13.4pp | 67.9%-6.8pp | 81.2%-20.1pp |
| Annual return | -54.61% | 62.60%-117.2pp | 42.32%-96.9pp | 417.96%-472.6pp |
| Employer contribution / active EE | $4,415 | $3,418+29.2% | $2,812+57.0% | $4,740-6.8% |
| Participant deferral / active EE | $2,225 | $5,238-57.5% | $4,426-49.7% | $6,400-65.2% |
| Admin fee / account holder | $81 | $6,944-98.8% | $5,425-98.5% | $11,426-99.3% |