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 | $8,623 | $74,888-88.5% | $71,209-87.9% | $142,382-93.9% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | -132.68% | 345.14%-477.8pp | 282.51%-415.2pp | 217.08%-349.8pp |
| Employer contribution / active EE | $813 | $2,854-71.5% | $2,721-70.1% | $4,299-81.1% |
| Participant deferral / active EE | $2,223 | $4,454-50.1% | $4,175-46.7% | $6,507-65.8% |
| Admin fee / account holder | $59 | $5,568-98.9% | $5,349-98.9% | $12,624-99.5% |