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 8-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 | $9,981 | $90,600-89.0% | $79,464-87.4% | $135,375-92.6% |
| Participation rate | 18.2% | 76.0%-57.9pp | 73.3%-55.2pp | 82.6%-64.5pp |
| Annual return | -33.21% | 977.43%-1010.6pp | 718.14%-751.4pp | 519.73%-552.9pp |
| Employer contribution / active EE | $457 | $3,068-85.1% | $2,800-83.7% | $4,779-90.4% |
| Participant deferral / active EE | $1,010 | $4,050-75.1% | $3,704-72.7% | $5,609-82.0% |
| Admin fee / account holder | $83 | $5,907-98.6% | $5,113-98.4% | $10,827-99.2% |