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 | $14,499 | $97,757-85.2% | $83,848-82.7% | $135,375-89.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -15.34% | 1287.37%-1302.7pp | 850.88%-866.2pp | 519.73%-535.1pp |
| Employer contribution / active EE | $1,187 | $4,222-71.9% | $3,631-67.3% | $4,779-75.2% |
| Participant deferral / active EE | $2,778 | $4,682-40.7% | $4,082-31.9% | $5,609-50.5% |
| Admin fee / account holder | $36 | $6,674-99.5% | $5,478-99.3% | $10,827-99.7% |