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 | $14,064 | $90,600-84.5% | $79,464-82.3% | $135,375-89.6% |
| Participation rate | 36.4% | 76.0%-39.7pp | 73.3%-37.0pp | 82.6%-46.3pp |
| Annual return | -12.24% | 977.43%-989.7pp | 718.14%-730.4pp | 519.73%-532.0pp |
| Employer contribution / active EE | $1,193 | $3,068-61.1% | $2,800-57.4% | $4,779-75.0% |
| Participant deferral / active EE | $1,539 | $4,050-62.0% | $3,704-58.5% | $5,609-72.6% |
| Admin fee / account holder | $69 | $5,907-98.8% | $5,113-98.7% | $10,827-99.4% |