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 | $30,068 | $108,642-72.3% | $74,701-59.7% | $152,861-80.3% |
| Participation rate | 40.0% | 65.3%-25.3pp | 54.5%-14.5pp | 82.4%-42.4pp |
| Annual return | -12.62% | 114.06%-126.7pp | 752.92%-765.5pp | 345.32%-357.9pp |
| Employer contribution / active EE | $810 | $1,503-46.1% | $1,084-25.2% | $4,762-83.0% |
| Participant deferral / active EE | $2,025 | $2,712-25.3% | $1,964+3.1% | $5,850-65.4% |
| Admin fee / account holder | $13 | $4,902-99.7% | $3,333-99.6% | $11,596-99.9% |