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 | $14,800 | $84,695-82.5% | $73,843-80.0% | $125,391-88.2% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -4.05% | 3123.53%-3127.6pp | 2267.84%-2271.9pp | 282.22%-286.3pp |
| Employer contribution / active EE | $633 | $3,123-79.7% | $2,787-77.3% | $4,866-87.0% |
| Participant deferral / active EE | $1,634 | $3,992-59.1% | $3,583-54.4% | $5,352-69.5% |
| Admin fee / account holder | $48 | $5,691-99.2% | $4,880-99.0% | $9,540-99.5% |