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 | $12,563 | $30,732-59.1% | $59,496-78.9% | $59,632-78.9% |
| Participation rate | 7.3% | 43.2%-35.9pp | 54.6%-47.2pp | 68.7%-61.4pp |
| Annual return | -6.98% | 4.47%-11.4pp | 182.05%-189.0pp | 2041.28%-2048.3pp |
| Employer contribution / active EE | $109 | $631-82.7% | $1,153-90.5% | $2,203-95.0% |
| Participant deferral / active EE | $580 | $1,183-50.9% | $1,829-68.3% | $3,192-81.8% |
| Admin fee / account holder | $0 | $2,136-100.0% | $2,232-100.0% | $4,297-100.0% |