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 | $18,394 | $90,600-79.7% | $79,464-76.9% | $135,375-86.4% |
| Participation rate | 37.5% | 76.0%-38.5pp | 73.3%-35.8pp | 82.6%-45.1pp |
| Annual return | -12.86% | 977.43%-990.3pp | 718.14%-731.0pp | 519.73%-532.6pp |
| Employer contribution / active EE | $662 | $3,068-78.4% | $2,800-76.4% | $4,779-86.1% |
| Participant deferral / active EE | $2,548 | $4,050-37.1% | $3,704-31.2% | $5,609-54.6% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |