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 6-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 | $2,290 | $84,402-97.3% | $61,373-96.3% | $134,475-98.3% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -22.43% | 584.55%-607.0pp | 338.61%-361.0pp | 417.96%-440.4pp |
| Employer contribution / active EE | $391 | $1,544-74.7% | $1,159-66.3% | $4,740-91.8% |
| Participant deferral / active EE | $441 | $2,819-84.4% | $2,125-79.2% | $6,400-93.1% |
| Admin fee / account holder | $29 | $2,585-98.9% | $2,130-98.6% | $11,426-99.7% |