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 5-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 | $25,103 | $138,044-81.8% | $125,339-80.0% | $134,475-81.3% |
| Participation rate | 35.7% | 84.5%-48.8pp | 82.4%-46.7pp | 81.2%-45.5pp |
| Annual return | -22.39% | 750.33%-772.7pp | 572.05%-594.4pp | 417.96%-440.4pp |
| Employer contribution / active EE | $1,085 | $5,243-79.3% | $4,814-77.5% | $4,740-77.1% |
| Participant deferral / active EE | $4,179 | $7,799-46.4% | $7,446-43.9% | $6,400-34.7% |
| Admin fee / account holder | $30 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |