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 5-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 | $27,189 | $84,402-67.8% | $61,373-55.7% | $134,475-79.8% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -24.73% | 584.55%-609.3pp | 338.61%-363.3pp | 417.96%-442.7pp |
| Employer contribution / active EE | $612 | $1,544-60.4% | $1,159-47.2% | $4,740-87.1% |
| Participant deferral / active EE | $5,299 | $2,819+88.0% | $2,125+149.4% | $6,400-17.2% |
| Admin fee / account holder | $207 | $2,585-92.0% | $2,130-90.3% | $11,426-98.2% |