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 5-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 | $21,173 | $92,703-77.2% | $82,719-74.4% | $134,475-84.3% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -30.39% | 944.92%-975.3pp | 701.18%-731.6pp | 417.96%-448.4pp |
| Employer contribution / active EE | $2,066 | $3,274-36.9% | $3,009-31.4% | $4,740-56.4% |
| Participant deferral / active EE | $7,961 | $4,802+65.8% | $4,395+81.1% | $6,400+24.4% |
| Admin fee / account holder | $6 | $5,983-99.9% | $5,329-99.9% | $11,426-99.9% |