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 | $7,592 | $84,402-91.0% | $61,373-87.6% | $134,475-94.4% |
| Participation rate | 20.0% | 62.2%-42.2pp | 52.6%-32.6pp | 81.2%-61.2pp |
| Annual return | -69.82% | 584.55%-654.4pp | 338.61%-408.4pp | 417.96%-487.8pp |
| Employer contribution / active EE | $332 | $1,544-78.5% | $1,159-71.3% | $4,740-93.0% |
| Participant deferral / active EE | $1,138 | $2,819-59.6% | $2,125-46.4% | $6,400-82.2% |
| Admin fee / account holder | $20 | $2,585-99.2% | $2,130-99.1% | $11,426-99.8% |