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 | $15,812 | $97,757-83.8% | $83,848-81.1% | $135,375-88.3% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -14.43% | 1287.37%-1301.8pp | 850.88%-865.3pp | 519.73%-534.2pp |
| Employer contribution / active EE | $2,036 | $4,222-51.8% | $3,631-43.9% | $4,779-57.4% |
| Participant deferral / active EE | $2,797 | $4,682-40.3% | $4,082-31.5% | $5,609-50.1% |
| Admin fee / account holder | $130 | $6,674-98.1% | $5,478-97.6% | $10,827-98.8% |