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 7-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 | $14,365 | $106,543-86.5% | $91,220-84.3% | $134,475-89.3% |
| Participation rate | 41.2% | 76.8%-35.6pp | 73.2%-32.0pp | 81.2%-40.0pp |
| Annual return | -23.53% | 160.60%-184.1pp | 114.01%-137.5pp | 417.96%-441.5pp |
| Employer contribution / active EE | $1,171 | $3,331-64.8% | $2,850-58.9% | $4,740-75.3% |
| Participant deferral / active EE | $1,253 | $4,719-73.4% | $4,234-70.4% | $6,400-80.4% |
| Admin fee / account holder | $219 | $6,231-96.5% | $5,420-96.0% | $11,426-98.1% |