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 | $9,564 | $90,600-89.4% | $79,464-88.0% | $135,375-92.9% |
| Participation rate | 26.7% | 76.0%-49.4pp | 73.3%-46.7pp | 82.6%-56.0pp |
| Annual return | -17.65% | 977.43%-995.1pp | 718.14%-735.8pp | 519.73%-537.4pp |
| Employer contribution / active EE | $643 | $3,068-79.0% | $2,800-77.0% | $4,779-86.5% |
| Participant deferral / active EE | $1,053 | $4,050-74.0% | $3,704-71.6% | $5,609-81.2% |
| Admin fee / account holder | $101 | $5,907-98.3% | $5,113-98.0% | $10,827-99.1% |