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 6-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 | $18,258 | $92,703-80.3% | $82,719-77.9% | $134,475-86.4% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -22.26% | 944.92%-967.2pp | 701.18%-723.4pp | 417.96%-440.2pp |
| Employer contribution / active EE | $1,024 | $3,274-68.7% | $3,009-66.0% | $4,740-78.4% |
| Participant deferral / active EE | $4,804 | $4,8020% | $4,395+9.3% | $6,400-24.9% |
| Admin fee / account holder | $68 | $5,983-98.9% | $5,329-98.7% | $11,426-99.4% |