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 | $71,369 | $138,044-48.3% | $125,339-43.1% | $134,475-46.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -21.52% | 750.33%-771.8pp | 572.05%-593.6pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,623 | $5,243-69.0% | $4,814-66.3% | $4,740-65.8% |
| Participant deferral / active EE | $2,862 | $7,799-63.3% | $7,446-61.6% | $6,400-55.3% |
| Admin fee / account holder | $40 | $11,571-99.7% | $10,010-99.6% | $11,426-99.6% |