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 4-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 | $17,814 | $84,402-78.9% | $61,373-71.0% | $134,475-86.8% |
| Participation rate | 37.5% | 62.2%-24.7pp | 52.6%-15.1pp | 81.2%-43.7pp |
| Annual return | -28.30% | 584.55%-612.8pp | 338.61%-366.9pp | 417.96%-446.3pp |
| Employer contribution / active EE | $329 | $1,544-78.7% | $1,159-71.6% | $4,740-93.1% |
| Participant deferral / active EE | $4,746 | $2,819+68.4% | $2,125+123.4% | $6,400-25.8% |
| Admin fee / account holder | $20 | $2,585-99.2% | $2,130-99.1% | $11,426-99.8% |