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 5-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 | $39,916 | $180,449-77.9% | $154,107-74.1% | $135,375-70.5% |
| Participation rate | 52.6% | 87.4%-34.8pp | 83.0%-30.4pp | 82.6%-30.0pp |
| Annual return | -11.59% | 888.09%-899.7pp | 735.12%-746.7pp | 519.73%-531.3pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,067 | $5,806-64.4% | $5,081-59.3% | $5,609-63.1% |
| Admin fee / account holder | $220 | $16,143-98.6% | $13,411-98.4% | $10,827-98.0% |