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 | $29,781 | $92,703-67.9% | $82,719-64.0% | $134,475-77.9% |
| Participation rate | 46.7% | 75.2%-28.5pp | 72.6%-25.9pp | 81.2%-34.6pp |
| Annual return | -28.05% | 944.92%-973.0pp | 701.18%-729.2pp | 417.96%-446.0pp |
| Employer contribution / active EE | $1,322 | $3,274-59.6% | $3,009-56.1% | $4,740-72.1% |
| Participant deferral / active EE | $1,611 | $4,802-66.5% | $4,395-63.3% | $6,400-74.8% |
| Admin fee / account holder | $15 | $5,983-99.7% | $5,329-99.7% | $11,426-99.9% |