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 | $3,533 | $67,823-94.8% | $52,425-93.3% | $137,256-97.4% |
| Participation rate | 60.0% | 63.9%-3.9pp | 55.6%+4.4pp | 80.0%-20.0pp |
| Annual return | -97.06% | 219.11%-316.2pp | 302.12%-399.2pp | 220.34%-317.4pp |
| Employer contribution / active EE | $569 | $1,163-51.1% | $914-37.8% | $4,156-86.3% |
| Participant deferral / active EE | $668 | $2,288-70.8% | $1,790-62.7% | $6,407-89.6% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |