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 | $2,866 | $84,402-96.6% | $61,373-95.3% | $134,475-97.9% |
| Participation rate | 56.3% | 62.2%-6.0pp | 52.6%+3.7pp | 81.2%-25.0pp |
| Annual return | -41.89% | 584.55%-626.4pp | 338.61%-380.5pp | 417.96%-459.9pp |
| Employer contribution / active EE | $301 | $1,544-80.5% | $1,159-74.1% | $4,740-93.7% |
| Participant deferral / active EE | $1,203 | $2,819-57.3% | $2,125-43.4% | $6,400-81.2% |
| Admin fee / account holder | $104 | $2,585-96.0% | $2,130-95.1% | $11,426-99.1% |