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 9-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 | $12,529 | $104,106-88.0% | $71,086-82.4% | $135,375-90.7% |
| Participation rate | 4.3% | 65.7%-61.3pp | 54.7%-50.3pp | 82.6%-78.3pp |
| Annual return | -17.28% | 1256.30%-1273.6pp | 650.59%-667.9pp | 519.73%-537.0pp |
| Employer contribution / active EE | $65 | $1,485-95.6% | $1,088-94.0% | $4,779-98.6% |
| Participant deferral / active EE | $313 | $2,527-87.6% | $1,874-83.3% | $5,609-94.4% |
| Admin fee / account holder | $133 | $4,142-96.8% | $3,082-95.7% | $10,827-98.8% |