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 | $72,071-88.0% | $68,368-87.4% | $137,256-93.7% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | -132.68% | 353.14%-485.8pp | 292.57%-425.3pp | 220.34%-353.0pp |
| Employer contribution / active EE | $813 | $2,788-70.9% | $2,649-69.3% | $4,156-80.4% |
| Participant deferral / active EE | $2,223 | $4,410-49.6% | $4,123-46.1% | $6,407-65.3% |
| Admin fee / account holder | $59 | $5,336-98.9% | $5,150-98.9% | $12,270-99.5% |