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 | $12,550 | $88,710-85.9% | $81,783-84.7% | $145,959-91.4% |
| Participation rate | 45.8% | 75.0%-29.2pp | 72.4%-26.5pp | 80.3%-34.5pp |
| Annual return | -90.65% | 1027.26%-1117.9pp | 775.05%-865.7pp | 561.95%-652.6pp |
| Employer contribution / active EE | $998 | $3,083-67.6% | $2,913-65.7% | $4,661-78.6% |
| Participant deferral / active EE | $2,058 | $4,645-55.7% | $4,320-52.4% | $6,689-69.2% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |