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 | $34,002 | $92,703-63.3% | $82,719-58.9% | $134,475-74.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -39.76% | 944.92%-984.7pp | 701.18%-740.9pp | 417.96%-457.7pp |
| Employer contribution / active EE | $486 | $3,274-85.2% | $3,009-83.8% | $4,740-89.7% |
| Participant deferral / active EE | $17,887 | $4,802+272.5% | $4,395+307.0% | $6,400+179.5% |
| Admin fee / account holder | $280 | $5,983-95.3% | $5,329-94.7% | $11,426-97.5% |