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 10-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 | $17,548 | $97,757-82.0% | $83,848-79.1% | $135,375-87.0% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -14.77% | 1287.37%-1302.1pp | 850.88%-865.6pp | 519.73%-534.5pp |
| Employer contribution / active EE | $1,065 | $4,222-74.8% | $3,631-70.7% | $4,779-77.7% |
| Participant deferral / active EE | $2,783 | $4,682-40.6% | $4,082-31.8% | $5,609-50.4% |
| Admin fee / account holder | $192 | $6,674-97.1% | $5,478-96.5% | $10,827-98.2% |