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 | $52,060 | $96,635-46.1% | $86,612-39.9% | $139,434-62.7% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | -39.35% | 106.41%-145.8pp | 591.07%-630.4pp | 372.94%-412.3pp |
| Employer contribution / active EE | $2,114 | $3,263-35.2% | $3,022-30.1% | $4,751-55.5% |
| Participant deferral / active EE | $4,628 | $4,836-4.3% | $4,438+4.3% | $6,710-31.0% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |