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 | $17,220 | $84,402-79.6% | $61,373-71.9% | $134,475-87.2% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -29.17% | 584.55%-613.7pp | 338.61%-367.8pp | 417.96%-447.1pp |
| Employer contribution / active EE | $666 | $1,544-56.9% | $1,159-42.6% | $4,740-86.0% |
| Participant deferral / active EE | $7,800 | $2,819+176.7% | $2,125+267.1% | $6,400+21.9% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |