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 | $17,446 | $190,805-90.9% | $159,960-89.1% | $134,475-87.0% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -30.42% | 552.23%-582.7pp | 408.60%-439.0pp | 417.96%-448.4pp |
| Employer contribution / active EE | $1,347 | $4,995-73.0% | $4,226-68.1% | $4,740-71.6% |
| Participant deferral / active EE | $2,772 | $6,923-60.0% | $6,182-55.2% | $6,400-56.7% |
| Admin fee / account holder | $13 | $10,471-99.9% | $8,698-99.8% | $11,426-99.9% |