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 8-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 | $20,934 | $92,703-77.4% | $82,719-74.7% | $134,475-84.4% |
| Participation rate | 44.4% | 75.2%-30.7pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -24.96% | 944.92%-969.9pp | 701.18%-726.1pp | 417.96%-442.9pp |
| Employer contribution / active EE | $762 | $3,274-76.7% | $3,009-74.7% | $4,740-83.9% |
| Participant deferral / active EE | $1,321 | $4,802-72.5% | $4,395-70.0% | $6,400-79.4% |
| Admin fee / account holder | $10 | $5,983-99.8% | $5,329-99.8% | $11,426-99.9% |