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 9-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 | $25,000 | $123,982-79.8% | $69,701-64.1% | $145,959-82.9% |
| Participation rate | 20.0% | 69.2%-49.2pp | 66.4%-46.4pp | 80.3%-60.3pp |
| Annual return | 0.00% | 191.01%-191.0pp | 100.32%-100.3pp | 561.95%-561.9pp |
| Employer contribution / active EE | $0 | $2,681-100.0% | $1,713-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $2,887-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $7,867-100.0% | $4,717-100.0% | $13,398-100.0% |