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 | $18,560 | $90,600-79.5% | $79,464-76.6% | $135,375-86.3% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -11.25% | 977.43%-988.7pp | 718.14%-729.4pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,331 | $3,068-56.6% | $2,800-52.5% | $4,779-72.1% |
| Participant deferral / active EE | $2,266 | $4,050-44.1% | $3,704-38.8% | $5,609-59.6% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |