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 | $29,761 | $90,320-67.0% | $59,496-50.0% | $125,391-76.3% |
| Participation rate | 20.0% | 68.3%-48.3pp | 54.6%-34.6pp | 83.2%-63.2pp |
| Annual return | -5.70% | 369.13%-374.8pp | 182.05%-187.8pp | 282.22%-287.9pp |
| Employer contribution / active EE | $473 | $1,792-73.6% | $1,153-59.0% | $4,866-90.3% |
| Participant deferral / active EE | $591 | $2,716-78.2% | $1,829-67.7% | $5,352-89.0% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,540-100.0% |