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 4-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 | $10,817 | $88,594-87.8% | $70,092-84.6% | $134,475-92.0% |
| Participation rate | 40.9% | 74.9%-34.0pp | 70.5%-29.6pp | 81.2%-40.3pp |
| Annual return | -102.03% | 442.67%-544.7pp | 190.73%-292.8pp | 417.96%-520.0pp |
| Employer contribution / active EE | $455 | $3,233-85.9% | $2,559-82.2% | $4,740-90.4% |
| Participant deferral / active EE | $3,975 | $4,772-16.7% | $3,849+3.3% | $6,400-37.9% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |