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 | $12,082 | $39,798-69.6% | $67,711-82.2% | $59,632-79.7% |
| Participation rate | 43.3% | 57.4%-14.0pp | 67.5%-24.2pp | 68.7%-25.3pp |
| Annual return | -4.43% | 89.94%-94.4pp | 25.41%-29.8pp | 2041.28%-2045.7pp |
| Employer contribution / active EE | $745 | $1,393-46.5% | $2,559-70.9% | $2,203-66.2% |
| Participant deferral / active EE | $1,123 | $2,335-51.9% | $3,585-68.7% | $3,192-64.8% |
| Admin fee / account holder | $104 | $3,212-96.8% | $4,255-97.6% | $4,297-97.6% |