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 | $27,293 | $92,703-70.6% | $82,719-67.0% | $134,475-79.7% |
| Participation rate | 56.3% | 75.2%-18.9pp | 72.6%-16.3pp | 81.2%-25.0pp |
| Annual return | -21.64% | 944.92%-966.6pp | 701.18%-722.8pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,906 | $3,274-41.8% | $3,009-36.7% | $4,740-59.8% |
| Participant deferral / active EE | $3,138 | $4,802-34.7% | $4,395-28.6% | $6,400-51.0% |
| Admin fee / account holder | $252 | $5,983-95.8% | $5,329-95.3% | $11,426-97.8% |