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 | $26,894 | $97,757-72.5% | $83,848-67.9% | $135,375-80.1% |
| Participation rate | 37.5% | 80.0%-42.5pp | 76.1%-38.6pp | 82.6%-45.1pp |
| Annual return | -10.83% | 1287.37%-1298.2pp | 850.88%-861.7pp | 519.73%-530.6pp |
| Employer contribution / active EE | $1,124 | $4,222-73.4% | $3,631-69.0% | $4,779-76.5% |
| Participant deferral / active EE | $3,905 | $4,682-16.6% | $4,082-4.3% | $5,609-30.4% |
| Admin fee / account holder | $15 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |