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 | $103,159 | $123,909-16.7% | $69,647+48.1% | $145,922-29.3% |
| Participation rate | 25.0% | 69.2%-44.2pp | 66.5%-41.5pp | 80.3%-55.3pp |
| Annual return | -2.49% | 190.55%-193.0pp | 100.48%-103.0pp | 561.29%-563.8pp |
| Employer contribution / active EE | $589 | $2,682-78.0% | $1,712-65.6% | $4,660-87.4% |
| Participant deferral / active EE | $1,473 | $4,236-65.2% | $2,886-49.0% | $6,688-78.0% |
| Admin fee / account holder | $0 | $7,863-100.0% | $4,713-100.0% | $13,397-100.0% |