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 | $7,913 | $92,703-91.5% | $82,719-90.4% | $134,475-94.1% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -37.92% | 944.92%-982.8pp | 701.18%-739.1pp | 417.96%-455.9pp |
| Employer contribution / active EE | $1,114 | $3,274-66.0% | $3,009-63.0% | $4,740-76.5% |
| Participant deferral / active EE | $2,978 | $4,802-38.0% | $4,395-32.3% | $6,400-53.5% |
| Admin fee / account holder | $134 | $5,983-97.8% | $5,329-97.5% | $11,426-98.8% |