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 | $5,030 | $84,402-94.0% | $61,373-91.8% | $134,475-96.3% |
| Participation rate | 41.2% | 62.2%-21.0pp | 52.6%-11.4pp | 81.2%-40.0pp |
| Annual return | -93.67% | 584.55%-678.2pp | 338.61%-432.3pp | 417.96%-511.6pp |
| Employer contribution / active EE | $117 | $1,544-92.4% | $1,159-89.9% | $4,740-97.5% |
| Participant deferral / active EE | $531 | $2,819-81.2% | $2,125-75.0% | $6,400-91.7% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |