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 | $30,586 | $75,828-59.7% | $147,614-79.3% | $59,632-48.7% |
| Participation rate | 51.7% | 71.6%-19.8pp | 84.6%-32.9pp | 68.7%-16.9pp |
| Annual return | -4.96% | 0.37%-5.3pp | 61.98%-66.9pp | 2041.28%-2046.2pp |
| Employer contribution / active EE | $1,460 | $3,485-58.1% | $5,564-73.8% | $2,203-33.7% |
| Participant deferral / active EE | $1,436 | $3,130-54.1% | $4,895-70.7% | $3,192-55.0% |
| Admin fee / account holder | $26 | $5,985-99.6% | $11,611-99.8% | $4,297-99.4% |