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 3-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 | $28,082 | $72,071-61.0% | $68,368-58.9% | $137,256-79.5% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | -21.15% | 353.14%-374.3pp | 292.57%-313.7pp | 220.34%-241.5pp |
| Employer contribution / active EE | $6,534 | $2,788+134.4% | $2,649+146.7% | $4,156+57.2% |
| Participant deferral / active EE | $4,118 | $4,410-6.6% | $4,123-0.1% | $6,407-35.7% |
| Admin fee / account holder | $264 | $5,336-95.1% | $5,150-94.9% | $12,270-97.9% |