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 9-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 | $37,540 | $76,738-51.1% | $56,411-33.5% | $145,922-74.3% |
| Participation rate | 66.7% | 63.2%+3.5pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | -1.10% | 2994.23%-2995.3pp | 1701.33%-1702.4pp | 561.29%-562.4pp |
| Employer contribution / active EE | $315 | $1,380-77.2% | $1,039-69.7% | $4,660-93.2% |
| Participant deferral / active EE | $583 | $2,623-77.8% | $1,952-70.1% | $6,688-91.3% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |