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 9-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 | $24,158 | $97,757-75.3% | $83,848-71.2% | $135,375-82.2% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | -11.24% | 1287.37%-1298.6pp | 850.88%-862.1pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,026 | $4,222-75.7% | $3,631-71.8% | $4,779-78.5% |
| Participant deferral / active EE | $2,130 | $4,682-54.5% | $4,082-47.8% | $5,609-62.0% |
| Admin fee / account holder | $31 | $6,674-99.5% | $5,478-99.4% | $10,827-99.7% |