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 | $20,837 | $77,899-73.3% | $149,673-86.1% | $75,163-72.3% |
| Participation rate | 0.0% | 65.6%-65.6pp | 78.8%-78.8pp | 67.2%-67.2pp |
| Annual return | -2.67% | 31.72%-34.4pp | 134.42%-137.1pp | 160.62%-163.3pp |
| Employer contribution / active EE | $661 | $3,137-78.9% | $4,818-86.3% | $2,670-75.2% |
| Participant deferral / active EE | $1,137 | $3,411-66.7% | $5,680-80.0% | $4,125-72.4% |
| Admin fee / account holder | $10 | $5,956-99.8% | $13,210-99.9% | $5,651-99.8% |