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 | $48,357 | $175,202-72.4% | $149,673-67.7% | $139,434-65.3% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | -0.11% | 166.71%-166.8pp | 134.42%-134.5pp | 372.94%-373.1pp |
| Employer contribution / active EE | $2,400 | $5,474-56.2% | $4,818-50.2% | $4,751-49.5% |
| Participant deferral / active EE | $2,400 | $6,519-63.2% | $5,680-57.7% | $6,710-64.2% |
| Admin fee / account holder | $97 | $16,150-99.4% | $13,210-99.3% | $11,403-99.1% |