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 4-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 | $7,701 | $92,703-91.7% | $82,719-90.7% | $134,475-94.3% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.6%-35.1pp | 81.2%-43.7pp |
| Annual return | -25.97% | 944.92%-970.9pp | 701.18%-727.1pp | 417.96%-443.9pp |
| Employer contribution / active EE | $1,093 | $3,274-66.6% | $3,009-63.7% | $4,740-76.9% |
| Participant deferral / active EE | $1,179 | $4,802-75.5% | $4,395-73.2% | $6,400-81.6% |
| Admin fee / account holder | $20 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |