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 9-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 | $27,356 | $142,344-80.8% | $119,609-77.1% | $134,475-79.7% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -21.41% | -12.44%-9.0pp | -14.97%-6.4pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,543 | $5,222-70.5% | $4,232-63.5% | $4,740-67.5% |
| Participant deferral / active EE | $3,857 | $6,469-40.4% | $5,602-31.2% | $6,400-39.7% |
| Admin fee / account holder | $131 | $13,584-99.0% | $10,323-98.7% | $11,426-98.9% |