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 | $15,426 | $92,703-83.4% | $82,719-81.4% | $134,475-88.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -23.96% | 944.92%-968.9pp | 701.18%-725.1pp | 417.96%-441.9pp |
| Employer contribution / active EE | $636 | $3,274-80.6% | $3,009-78.9% | $4,740-86.6% |
| Participant deferral / active EE | $5,500 | $4,802+14.5% | $4,395+25.1% | $6,400-14.1% |
| Admin fee / account holder | $134 | $5,983-97.8% | $5,329-97.5% | $11,426-98.8% |