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 | $21,314 | $185,200-88.5% | $142,863-85.1% | $167,490-87.3% |
| Participation rate | 27.3% | 78.4%-51.2pp | 71.9%-44.7pp | 82.1%-54.8pp |
| Annual return | -61.90% | 8555.70%-8617.6pp | 5637.54%-5699.4pp | 478.56%-540.5pp |
| Employer contribution / active EE | $291 | $5,604-94.8% | $4,144-93.0% | $4,837-94.0% |
| Participant deferral / active EE | $401 | $4,494-91.1% | $3,837-89.5% | $6,341-93.7% |
| Admin fee / account holder | $287 | $8,031-96.4% | $6,560-95.6% | $12,309-97.7% |