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 | $9,675 | $84,402-88.5% | $61,373-84.2% | $134,475-92.8% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -36.59% | 584.55%-621.1pp | 338.61%-375.2pp | 417.96%-454.6pp |
| Employer contribution / active EE | $785 | $1,544-49.2% | $1,159-32.3% | $4,740-83.4% |
| Participant deferral / active EE | $2,095 | $2,819-25.7% | $2,125-1.4% | $6,400-67.3% |
| Admin fee / account holder | $18 | $2,585-99.3% | $2,130-99.2% | $11,426-99.8% |