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 | $14,016 | $92,703-84.9% | $82,719-83.1% | $134,475-89.6% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -24.04% | 944.92%-969.0pp | 701.18%-725.2pp | 417.96%-442.0pp |
| Employer contribution / active EE | $1,231 | $3,274-62.4% | $3,009-59.1% | $4,740-74.0% |
| Participant deferral / active EE | $1,976 | $4,802-58.9% | $4,395-55.0% | $6,400-69.1% |
| Admin fee / account holder | $158 | $5,983-97.4% | $5,329-97.0% | $11,426-98.6% |