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 | $46,636 | $167,307-72.1% | $143,757-67.6% | $134,475-65.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -58.56% | 0.46%-59.0pp | -0.04%-58.5pp | 417.96%-476.5pp |
| Employer contribution / active EE | $3,873 | $5,619-31.1% | $4,951-21.8% | $4,740-18.3% |
| Participant deferral / active EE | $17,010 | $6,446+163.9% | $5,637+201.7% | $6,400+165.8% |
| Admin fee / account holder | $7 | $18,088-100.0% | $14,673-100.0% | $11,426-99.9% |