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 10-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 | $26,908 | $92,703-71.0% | $82,719-67.5% | $134,475-80.0% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -22.00% | 944.92%-966.9pp | 701.18%-723.2pp | 417.96%-440.0pp |
| Employer contribution / active EE | $1,485 | $3,274-54.6% | $3,009-50.6% | $4,740-68.7% |
| Participant deferral / active EE | $7,344 | $4,802+52.9% | $4,395+67.1% | $6,400+14.8% |
| Admin fee / account holder | $285 | $5,983-95.2% | $5,329-94.7% | $11,426-97.5% |