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 5-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 | $15,949 | $84,402-81.1% | $61,373-74.0% | $134,475-88.1% |
| Participation rate | 11.1% | 62.2%-51.1pp | 52.6%-41.5pp | 81.2%-70.1pp |
| Annual return | -64.50% | 584.55%-649.0pp | 338.61%-403.1pp | 417.96%-482.5pp |
| Employer contribution / active EE | $88 | $1,544-94.3% | $1,159-92.4% | $4,740-98.2% |
| Participant deferral / active EE | $623 | $2,819-77.9% | $2,125-70.7% | $6,400-90.3% |
| Admin fee / account holder | $75 | $2,585-97.1% | $2,130-96.5% | $11,426-99.3% |