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 5-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 | $46,668 | $84,402-44.7% | $61,373-24.0% | $134,475-65.3% |
| Participation rate | 7.1% | 62.2%-55.1pp | 52.6%-45.4pp | 81.2%-74.1pp |
| Annual return | -22.81% | 584.55%-607.4pp | 338.61%-361.4pp | 417.96%-440.8pp |
| Employer contribution / active EE | $212 | $1,544-86.3% | $1,159-81.7% | $4,740-95.5% |
| Participant deferral / active EE | $1,464 | $2,819-48.1% | $2,125-31.1% | $6,400-77.1% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |