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 7-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 | $28,284 | $92,703-69.5% | $82,719-65.8% | $134,475-79.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -26.64% | 944.92%-971.6pp | 701.18%-727.8pp | 417.96%-444.6pp |
| Employer contribution / active EE | $1,495 | $3,274-54.3% | $3,009-50.3% | $4,740-68.5% |
| Participant deferral / active EE | $5,324 | $4,802+10.9% | $4,395+21.1% | $6,400-16.8% |
| Admin fee / account holder | $271 | $5,983-95.5% | $5,329-94.9% | $11,426-97.6% |