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 | $17,328 | $97,757-82.3% | $83,848-79.3% | $135,375-87.2% |
| Participation rate | 61.1% | 80.0%-18.8pp | 76.1%-15.0pp | 82.6%-21.5pp |
| Annual return | -11.02% | 1287.37%-1298.4pp | 850.88%-861.9pp | 519.73%-530.8pp |
| Employer contribution / active EE | $1,688 | $4,222-60.0% | $3,631-53.5% | $4,779-64.7% |
| Participant deferral / active EE | $3,697 | $4,682-21.0% | $4,082-9.4% | $5,609-34.1% |
| Admin fee / account holder | $168 | $6,674-97.5% | $5,478-96.9% | $10,827-98.4% |