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 | $18,003 | $92,703-80.6% | $82,719-78.2% | $134,475-86.6% |
| Participation rate | 17.4% | 75.2%-57.8pp | 72.6%-55.2pp | 81.2%-63.8pp |
| Annual return | -27.77% | 944.92%-972.7pp | 701.18%-728.9pp | 417.96%-445.7pp |
| Employer contribution / active EE | $780 | $3,274-76.2% | $3,009-74.1% | $4,740-83.5% |
| Participant deferral / active EE | $1,546 | $4,802-67.8% | $4,395-64.8% | $6,400-75.8% |
| Admin fee / account holder | $76 | $5,983-98.7% | $5,329-98.6% | $11,426-99.3% |