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 | $21,620 | $97,757-77.9% | $83,848-74.2% | $135,375-84.0% |
| Participation rate | 45.8% | 80.0%-34.1pp | 76.1%-30.3pp | 82.6%-36.8pp |
| Annual return | -11.72% | 1287.37%-1299.1pp | 850.88%-862.6pp | 519.73%-531.5pp |
| Employer contribution / active EE | $925 | $4,222-78.1% | $3,631-74.5% | $4,779-80.6% |
| Participant deferral / active EE | $3,424 | $4,682-26.9% | $4,082-16.1% | $5,609-39.0% |
| Admin fee / account holder | $203 | $6,674-97.0% | $5,478-96.3% | $10,827-98.1% |