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 | $9,858 | $104,106-90.5% | $71,086-86.1% | $135,375-92.7% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.7%-4.7pp | 82.6%-32.6pp |
| Annual return | -19.65% | 1256.30%-1275.9pp | 650.59%-670.2pp | 519.73%-539.4pp |
| Employer contribution / active EE | $602 | $1,485-59.5% | $1,088-44.7% | $4,779-87.4% |
| Participant deferral / active EE | $2,270 | $2,527-10.2% | $1,874+21.1% | $5,609-59.5% |
| Admin fee / account holder | $130 | $4,142-96.9% | $3,082-95.8% | $10,827-98.8% |