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 5-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 | $11,304 | $93,024-87.8% | $77,024-85.3% | $134,475-91.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -23.46% | 62.60%-86.1pp | 42.32%-65.8pp | 417.96%-441.4pp |
| Employer contribution / active EE | $2,194 | $3,418-35.8% | $2,812-22.0% | $4,740-53.7% |
| Participant deferral / active EE | $3,657 | $5,238-30.2% | $4,426-17.4% | $6,400-42.9% |
| Admin fee / account holder | $46 | $6,944-99.3% | $5,425-99.2% | $11,426-99.6% |