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 | $8,372 | $92,703-91.0% | $82,719-89.9% | $134,475-93.8% |
| Participation rate | 57.9% | 75.2%-17.3pp | 72.6%-14.7pp | 81.2%-23.3pp |
| Annual return | -27.40% | 944.92%-972.3pp | 701.18%-728.6pp | 417.96%-445.4pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,279 | $4,802-52.5% | $4,395-48.1% | $6,400-64.4% |
| Admin fee / account holder | $166 | $5,983-97.2% | $5,329-96.9% | $11,426-98.5% |