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 6-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 | $13,170 | $92,703-85.8% | $82,719-84.1% | $134,475-90.2% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -32.67% | 944.92%-977.6pp | 701.18%-733.8pp | 417.96%-450.6pp |
| Employer contribution / active EE | $1,460 | $3,274-55.4% | $3,009-51.5% | $4,740-69.2% |
| Participant deferral / active EE | $4,325 | $4,802-9.9% | $4,395-1.6% | $6,400-32.4% |
| Admin fee / account holder | $184 | $5,983-96.9% | $5,329-96.6% | $11,426-98.4% |