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 5-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 | $12,405 | $92,703-86.6% | $82,719-85.0% | $134,475-90.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -26.70% | 944.92%-971.6pp | 701.18%-727.9pp | 417.96%-444.7pp |
| Employer contribution / active EE | $996 | $3,274-69.6% | $3,009-66.9% | $4,740-79.0% |
| Participant deferral / active EE | $7,258 | $4,802+51.1% | $4,395+65.1% | $6,400+13.4% |
| Admin fee / account holder | $111 | $5,983-98.1% | $5,329-97.9% | $11,426-99.0% |