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 | $14,497 | $133,958-89.2% | $112,228-87.1% | $134,475-89.2% |
| Participation rate | 53.3% | 78.6%-25.2pp | 75.1%-21.7pp | 81.2%-27.9pp |
| Annual return | -20.93% | 47.11%-68.0pp | 27.45%-48.4pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,428 | $4,038-64.6% | $3,635-60.7% | $4,740-69.9% |
| Participant deferral / active EE | $2,103 | $5,291-60.2% | $4,728-55.5% | $6,400-67.1% |
| Admin fee / account holder | $235 | $7,489-96.9% | $6,410-96.3% | $11,426-97.9% |