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 | $34,037 | $107,015-68.2% | $73,545-53.7% | $147,584-76.9% |
| Participation rate | 0.0% | 66.4%-66.4pp | 54.9%-54.9pp | 82.8%-82.8pp |
| Annual return | -9.92% | 38.25%-48.2pp | -15.16%+5.2pp | 578.55%-588.5pp |
| Employer contribution / active EE | $2,216 | $1,760+25.9% | $1,219+81.8% | $4,876-54.6% |
| Participant deferral / active EE | $1,645 | $2,462-33.2% | $1,806-8.9% | $5,439-69.8% |
| Admin fee / account holder | $10 | $3,055-99.7% | $2,320-99.6% | $10,885-99.9% |