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 10-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 | $21,178 | $138,065-84.7% | $123,544-82.9% | $135,375-84.4% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -11.36% | 153.68%-165.0pp | 119.20%-130.6pp | 519.73%-531.1pp |
| Employer contribution / active EE | $1,194 | $5,151-76.8% | $4,628-74.2% | $4,779-75.0% |
| Participant deferral / active EE | $6,321 | $6,799-7.0% | $6,426-1.6% | $5,609+12.7% |
| Admin fee / account holder | $216 | $10,916-98.0% | $9,284-97.7% | $10,827-98.0% |