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 | $10,746 | $93,024-88.4% | $77,024-86.0% | $134,475-92.0% |
| Participation rate | 55.6% | 74.5%-18.9pp | 67.9%-12.3pp | 81.2%-25.7pp |
| Annual return | -22.88% | 62.60%-85.5pp | 42.32%-65.2pp | 417.96%-440.8pp |
| Employer contribution / active EE | $2,317 | $3,418-32.2% | $2,812-17.6% | $4,740-51.1% |
| Participant deferral / active EE | $1,630 | $5,238-68.9% | $4,426-63.2% | $6,400-74.5% |
| Admin fee / account holder | $18 | $6,944-99.7% | $5,425-99.7% | $11,426-99.8% |