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 7-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 | $28,434 | $109,817-74.1% | $98,442-71.1% | $167,490-83.0% |
| Participation rate | 15.4% | 75.8%-60.4pp | 73.3%-58.0pp | 82.1%-66.7pp |
| Annual return | -1.45% | 1956.69%-1958.1pp | 1492.73%-1494.2pp | 478.56%-480.0pp |
| Employer contribution / active EE | $227 | $3,224-92.9% | $2,960-92.3% | $4,837-95.3% |
| Participant deferral / active EE | $1,989 | $4,673-57.4% | $4,276-53.5% | $6,341-68.6% |
| Admin fee / account holder | $207 | $6,753-96.9% | $5,949-96.5% | $12,309-98.3% |