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 6-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 | $24,828 | $176,377-85.9% | $134,143-81.5% | $158,922-84.4% |
| Participation rate | 14.3% | 78.7%-64.4pp | 72.2%-57.9pp | 82.0%-67.7pp |
| Annual return | -80.82% | 63.63%-144.4pp | 36.33%-117.1pp | 302.83%-383.6pp |
| Employer contribution / active EE | $90 | $5,040-98.2% | $3,704-97.6% | $4,761-98.1% |
| Participant deferral / active EE | $90 | $4,091-97.8% | $3,499-97.4% | $5,982-98.5% |
| Admin fee / account holder | $122 | $8,718-98.6% | $6,684-98.2% | $11,246-98.9% |