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 | $30,193 | $95,971-68.5% | $74,550-59.5% | $135,375-77.7% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -14.23% | 56.96%-71.2pp | 32.53%-46.8pp | 519.73%-534.0pp |
| Employer contribution / active EE | $2,000 | $2,716-26.4% | $1,961+2.0% | $4,779-58.1% |
| Participant deferral / active EE | $5,000 | $3,843+30.1% | $3,108+60.9% | $5,609-10.9% |
| Admin fee / account holder | $111 | $6,522-98.3% | $5,060-97.8% | $10,827-99.0% |