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 6-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 | $35,310 | $92,703-61.9% | $82,719-57.3% | $134,475-73.7% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | -22.11% | 944.92%-967.0pp | 701.18%-723.3pp | 417.96%-440.1pp |
| Employer contribution / active EE | $1,031 | $3,274-68.5% | $3,009-65.7% | $4,740-78.2% |
| Participant deferral / active EE | $2,177 | $4,802-54.7% | $4,395-50.5% | $6,400-66.0% |
| Admin fee / account holder | $259 | $5,983-95.7% | $5,329-95.1% | $11,426-97.7% |