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 9-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 | $16,025 | $97,757-83.6% | $83,848-80.9% | $135,375-88.2% |
| Participation rate | 38.1% | 80.0%-41.9pp | 76.1%-38.1pp | 82.6%-44.5pp |
| Annual return | -22.95% | 1287.37%-1310.3pp | 850.88%-873.8pp | 519.73%-542.7pp |
| Employer contribution / active EE | $1,515 | $4,222-64.1% | $3,631-58.3% | $4,779-68.3% |
| Participant deferral / active EE | $2,889 | $4,682-38.3% | $4,082-29.2% | $5,609-48.5% |
| Admin fee / account holder | $50 | $6,674-99.2% | $5,478-99.1% | $10,827-99.5% |