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 6-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 | $16,913 | $92,703-81.8% | $82,719-79.6% | $134,475-87.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -21.38% | 944.92%-966.3pp | 701.18%-722.6pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,383 | $3,274-27.2% | $3,009-20.8% | $4,740-49.7% |
| Participant deferral / active EE | $3,772 | $4,802-21.4% | $4,395-14.2% | $6,400-41.1% |
| Admin fee / account holder | $20 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |