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 | $34,136 | $180,449-81.1% | $154,107-77.8% | $135,375-74.8% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -9.29% | 888.09%-897.4pp | 735.12%-744.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,975 | $6,035-67.3% | $5,298-62.7% | $4,779-58.7% |
| Participant deferral / active EE | $3,961 | $5,806-31.8% | $5,081-22.0% | $5,609-29.4% |
| Admin fee / account holder | $15 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |