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 | $12,430 | $90,600-86.3% | $79,464-84.4% | $135,375-90.8% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -13.33% | 977.43%-990.8pp | 718.14%-731.5pp | 519.73%-533.1pp |
| Employer contribution / active EE | $1,003 | $3,068-67.3% | $2,800-64.2% | $4,779-79.0% |
| Participant deferral / active EE | $1,980 | $4,050-51.1% | $3,704-46.5% | $5,609-64.7% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |