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 | $10,438 | $90,600-88.5% | $79,464-86.9% | $135,375-92.3% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -13.47% | 977.43%-990.9pp | 718.14%-731.6pp | 519.73%-533.2pp |
| Employer contribution / active EE | $1,297 | $3,068-57.7% | $2,800-53.7% | $4,779-72.9% |
| Participant deferral / active EE | $1,658 | $4,050-59.1% | $3,704-55.2% | $5,609-70.4% |
| Admin fee / account holder | $41 | $5,907-99.3% | $5,113-99.2% | $10,827-99.6% |