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 | $33,936 | $92,703-63.4% | $82,719-59.0% | $134,475-74.8% |
| Participation rate | 46.7% | 75.2%-28.5pp | 72.6%-25.9pp | 81.2%-34.6pp |
| Annual return | -22.33% | 944.92%-967.3pp | 701.18%-723.5pp | 417.96%-440.3pp |
| Employer contribution / active EE | $3,147 | $3,274-3.9% | $3,009+4.6% | $4,740-33.6% |
| Participant deferral / active EE | $8,657 | $4,802+80.3% | $4,395+97.0% | $6,400+35.3% |
| Admin fee / account holder | $59 | $5,983-99.0% | $5,329-98.9% | $11,426-99.5% |