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 | $12,077 | $92,703-87.0% | $82,719-85.4% | $134,475-91.0% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -25.70% | 944.92%-970.6pp | 701.18%-726.9pp | 417.96%-443.7pp |
| Employer contribution / active EE | $923 | $3,274-71.8% | $3,009-69.3% | $4,740-80.5% |
| Participant deferral / active EE | $4,565 | $4,802-4.9% | $4,395+3.9% | $6,400-28.7% |
| Admin fee / account holder | $202 | $5,983-96.6% | $5,329-96.2% | $11,426-98.2% |