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 | $146,860 | $76,738+91.4% | $56,411+160.3% | $145,922+0.6% |
| Participation rate | 30.8% | 63.2%-32.4pp | 52.5%-21.7pp | 80.3%-49.5pp |
| Annual return | -0.02% | 2994.23%-2994.2pp | 1701.33%-1701.4pp | 561.29%-561.3pp |
| Employer contribution / active EE | $406 | $1,380-70.6% | $1,039-60.9% | $4,660-91.3% |
| Participant deferral / active EE | $6,212 | $2,623+136.9% | $1,952+218.2% | $6,688-7.1% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |