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 | $9,837 | $92,703-89.4% | $82,719-88.1% | $134,475-92.7% |
| Participation rate | 43.8% | 75.2%-31.4pp | 72.6%-28.8pp | 81.2%-37.5pp |
| Annual return | -22.39% | 944.92%-967.3pp | 701.18%-723.6pp | 417.96%-440.4pp |
| Employer contribution / active EE | $849 | $3,274-74.1% | $3,009-71.8% | $4,740-82.1% |
| Participant deferral / active EE | $2,126 | $4,802-55.7% | $4,395-51.6% | $6,400-66.8% |
| Admin fee / account holder | $103 | $5,983-98.3% | $5,329-98.1% | $11,426-99.1% |