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 | $21,227 | $97,757-78.3% | $83,848-74.7% | $135,375-84.3% |
| Participation rate | 27.8% | 80.0%-52.2pp | 76.1%-48.4pp | 82.6%-54.9pp |
| Annual return | -11.56% | 1287.37%-1298.9pp | 850.88%-862.4pp | 519.73%-531.3pp |
| Employer contribution / active EE | $856 | $4,222-79.7% | $3,631-76.4% | $4,779-82.1% |
| Participant deferral / active EE | $1,841 | $4,682-60.7% | $4,082-54.9% | $5,609-67.2% |
| Admin fee / account holder | $15 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |