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 | $19,145 | $90,600-78.9% | $79,464-75.9% | $135,375-85.9% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -105.13% | 977.43%-1082.6pp | 718.14%-823.3pp | 519.73%-624.9pp |
| Employer contribution / active EE | $239 | $3,068-92.2% | $2,800-91.5% | $4,779-95.0% |
| Participant deferral / active EE | $6,188 | $4,050+52.8% | $3,704+67.1% | $5,609+10.3% |
| Admin fee / account holder | $132 | $5,907-97.8% | $5,113-97.4% | $10,827-98.8% |