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 | $8,061 | $92,703-91.3% | $82,719-90.3% | $134,475-94.0% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -21.13% | 944.92%-966.1pp | 701.18%-722.3pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,507 | $3,274-54.0% | $3,009-49.9% | $4,740-68.2% |
| Participant deferral / active EE | $2,364 | $4,802-50.8% | $4,395-46.2% | $6,400-63.1% |
| Admin fee / account holder | $109 | $5,983-98.2% | $5,329-98.0% | $11,426-99.0% |