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 8-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 | $15,688 | $92,703-83.1% | $82,719-81.0% | $134,475-88.3% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -21.24% | 944.92%-966.2pp | 701.18%-722.4pp | 417.96%-439.2pp |
| Employer contribution / active EE | $656 | $3,274-80.0% | $3,009-78.2% | $4,740-86.2% |
| Participant deferral / active EE | $1,397 | $4,802-70.9% | $4,395-68.2% | $6,400-78.2% |
| Admin fee / account holder | $178 | $5,983-97.0% | $5,329-96.7% | $11,426-98.4% |