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 | $12,904 | $95,862-86.5% | $79,550-83.8% | $134,475-90.4% |
| Participation rate | 28.6% | 75.0%-46.5pp | 69.5%-40.9pp | 81.2%-52.7pp |
| Annual return | -196.52% | -2.69%-193.8pp | 0.16%-196.7pp | 417.96%-614.5pp |
| Employer contribution / active EE | $764 | $3,128-75.6% | $2,413-68.3% | $4,740-83.9% |
| Participant deferral / active EE | $2,990 | $4,693-36.3% | $3,985-25.0% | $6,400-53.3% |
| Admin fee / account holder | $191 | $9,126-97.9% | $6,832-97.2% | $11,426-98.3% |