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 | $19,157 | $97,757-80.4% | $83,848-77.2% | $135,375-85.8% |
| Participation rate | 69.2% | 80.0%-10.7pp | 76.1%-6.9pp | 82.6%-13.4pp |
| Annual return | -10.55% | 1287.37%-1297.9pp | 850.88%-861.4pp | 519.73%-530.3pp |
| Employer contribution / active EE | $1,194 | $4,222-71.7% | $3,631-67.1% | $4,779-75.0% |
| Participant deferral / active EE | $3,745 | $4,682-20.0% | $4,082-8.2% | $5,609-33.2% |
| Admin fee / account holder | $15 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |