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 | $6,115 | $101,618-94.0% | $93,063-93.4% | $137,256-95.5% |
| Participation rate | 33.3% | 74.9%-41.6pp | 72.1%-38.8pp | 80.0%-46.6pp |
| Annual return | -98.74% | 223.95%-322.7pp | 34.15%-132.9pp | 220.34%-319.1pp |
| Employer contribution / active EE | $1,182 | $2,707-56.3% | $2,476-52.3% | $4,156-71.6% |
| Participant deferral / active EE | $1,637 | $4,279-61.7% | $3,958-58.6% | $6,407-74.4% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |