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 | $57,130 | $97,757-41.6% | $83,848-31.9% | $135,375-57.8% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -15.89% | 1287.37%-1303.3pp | 850.88%-866.8pp | 519.73%-535.6pp |
| Employer contribution / active EE | $1,798 | $4,222-57.4% | $3,631-50.5% | $4,779-62.4% |
| Participant deferral / active EE | $4,521 | $4,682-3.5% | $4,082+10.8% | $5,609-19.4% |
| Admin fee / account holder | $25 | $6,674-99.6% | $5,478-99.5% | $10,827-99.8% |