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 | $33,698 | $92,703-63.6% | $82,719-59.3% | $134,475-74.9% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -25.12% | 944.92%-970.0pp | 701.18%-726.3pp | 417.96%-443.1pp |
| Employer contribution / active EE | $547 | $3,274-83.3% | $3,009-81.8% | $4,740-88.5% |
| Participant deferral / active EE | $4,899 | $4,802+2.0% | $4,395+11.5% | $6,400-23.5% |
| Admin fee / account holder | $124 | $5,983-97.9% | $5,329-97.7% | $11,426-98.9% |