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 | $19,837 | $95,862-79.3% | $79,550-75.1% | $134,475-85.2% |
| Participation rate | 54.5% | 75.0%-20.5pp | 69.5%-14.9pp | 81.2%-26.7pp |
| Annual return | -20.68% | -2.69%-18.0pp | 0.16%-20.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,500 | $3,128-52.0% | $2,413-37.8% | $4,740-68.4% |
| Participant deferral / active EE | $1,965 | $4,693-58.1% | $3,985-50.7% | $6,400-69.3% |
| Admin fee / account holder | $48 | $9,126-99.5% | $6,832-99.3% | $11,426-99.6% |