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 6-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 | $15,396 | $92,703-83.4% | $82,719-81.4% | $134,475-88.6% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -43.63% | 944.92%-988.6pp | 701.18%-744.8pp | 417.96%-461.6pp |
| Employer contribution / active EE | $779 | $3,274-76.2% | $3,009-74.1% | $4,740-83.6% |
| Participant deferral / active EE | $4,695 | $4,802-2.2% | $4,395+6.8% | $6,400-26.6% |
| Admin fee / account holder | $96 | $5,983-98.4% | $5,329-98.2% | $11,426-99.2% |