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 | $7,440 | $92,703-92.0% | $82,719-91.0% | $134,475-94.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -22.29% | 944.92%-967.2pp | 701.18%-723.5pp | 417.96%-440.3pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,082 | $4,802-77.5% | $4,395-75.4% | $6,400-83.1% |
| Admin fee / account holder | $90 | $5,983-98.5% | $5,329-98.3% | $11,426-99.2% |