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 | $8,722 | $92,703-90.6% | $82,719-89.5% | $134,475-93.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -23.12% | 944.92%-968.0pp | 701.18%-724.3pp | 417.96%-441.1pp |
| Employer contribution / active EE | $858 | $3,274-73.8% | $3,009-71.5% | $4,740-81.9% |
| Participant deferral / active EE | $1,638 | $4,802-65.9% | $4,395-62.7% | $6,400-74.4% |
| Admin fee / account holder | $27 | $5,983-99.5% | $5,329-99.5% | $11,426-99.8% |