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 8-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 | $4,600 | $84,402-94.5% | $61,373-92.5% | $134,475-96.6% |
| Participation rate | 25.0% | 62.2%-37.2pp | 52.6%-27.6pp | 81.2%-56.2pp |
| Annual return | -43.32% | 584.55%-627.9pp | 338.61%-381.9pp | 417.96%-461.3pp |
| Employer contribution / active EE | $160 | $1,544-89.6% | $1,159-86.2% | $4,740-96.6% |
| Participant deferral / active EE | $800 | $2,819-71.6% | $2,125-62.4% | $6,400-87.5% |
| Admin fee / account holder | $80 | $2,585-96.9% | $2,130-96.2% | $11,426-99.3% |