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 | $69,425 | $93,024-25.4% | $77,024-9.9% | $134,475-48.4% |
| Participation rate | 25.0% | 74.5%-49.5pp | 67.9%-42.9pp | 81.2%-56.2pp |
| Annual return | -23.61% | 62.60%-86.2pp | 42.32%-65.9pp | 417.96%-441.6pp |
| Employer contribution / active EE | $1,155 | $3,418-66.2% | $2,812-58.9% | $4,740-75.6% |
| Participant deferral / active EE | $2,031 | $5,238-61.2% | $4,426-54.1% | $6,400-68.3% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |