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 | $12,993 | $90,320-85.6% | $59,496-78.2% | $125,391-89.6% |
| Participation rate | 16.7% | 68.3%-51.6pp | 54.6%-37.9pp | 83.2%-66.5pp |
| Annual return | -5.51% | 369.13%-374.6pp | 182.05%-187.6pp | 282.22%-287.7pp |
| Employer contribution / active EE | $123 | $1,792-93.1% | $1,153-89.3% | $4,866-97.5% |
| Participant deferral / active EE | $154 | $2,716-94.3% | $1,829-91.6% | $5,352-97.1% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,540-100.0% |