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 10-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 | $29,872 | $180,449-83.4% | $154,107-80.6% | $135,375-77.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -12.13% | 888.09%-900.2pp | 735.12%-747.2pp | 519.73%-531.9pp |
| Employer contribution / active EE | $1,465 | $6,035-75.7% | $5,298-72.3% | $4,779-69.3% |
| Participant deferral / active EE | $3,400 | $5,806-41.4% | $5,081-33.1% | $5,609-39.4% |
| Admin fee / account holder | $181 | $16,143-98.9% | $13,411-98.7% | $10,827-98.3% |