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 5-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 | $3,246 | $84,402-96.2% | $61,373-94.7% | $134,475-97.6% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -74.96% | 584.55%-659.5pp | 338.61%-413.6pp | 417.96%-492.9pp |
| Employer contribution / active EE | $531 | $1,544-65.6% | $1,159-54.2% | $4,740-88.8% |
| Participant deferral / active EE | $1,782 | $2,819-36.8% | $2,125-16.1% | $6,400-72.2% |
| Admin fee / account holder | $11 | $2,585-99.6% | $2,130-99.5% | $11,426-99.9% |