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 | $16,366 | $92,703-82.3% | $82,719-80.2% | $134,475-87.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -63.39% | 944.92%-1008.3pp | 701.18%-764.6pp | 417.96%-481.4pp |
| Employer contribution / active EE | $969 | $3,274-70.4% | $3,009-67.8% | $4,740-79.5% |
| Participant deferral / active EE | $6,729 | $4,802+40.1% | $4,395+53.1% | $6,400+5.1% |
| Admin fee / account holder | $46 | $5,983-99.2% | $5,329-99.1% | $11,426-99.6% |