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 4-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 | $33,368 | $84,402-60.5% | $61,373-45.6% | $134,475-75.2% |
| Participation rate | 16.7% | 62.2%-45.5pp | 52.6%-35.9pp | 81.2%-64.6pp |
| Annual return | -22.16% | 584.55%-606.7pp | 338.61%-360.8pp | 417.96%-440.1pp |
| Employer contribution / active EE | $216 | $1,544-86.0% | $1,159-81.4% | $4,740-95.4% |
| Participant deferral / active EE | $2,701 | $2,819-4.2% | $2,125+27.1% | $6,400-57.8% |
| Admin fee / account holder | $254 | $2,585-90.2% | $2,130-88.1% | $11,426-97.8% |