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 9-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 | $13,010 | $92,703-86.0% | $82,719-84.3% | $134,475-90.3% |
| Participation rate | 61.1% | 75.2%-14.1pp | 72.6%-11.4pp | 81.2%-20.1pp |
| Annual return | -21.86% | 944.92%-966.8pp | 701.18%-723.0pp | 417.96%-439.8pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,498 | $4,802-68.8% | $4,395-65.9% | $6,400-76.6% |
| Admin fee / account holder | $59 | $5,983-99.0% | $5,329-98.9% | $11,426-99.5% |