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 | $56,282 | $167,307-66.4% | $143,757-60.8% | $134,475-58.1% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -22.04% | 0.46%-22.5pp | -0.04%-22.0pp | 417.96%-440.0pp |
| Employer contribution / active EE | $2,596 | $5,619-53.8% | $4,951-47.6% | $4,740-45.2% |
| Participant deferral / active EE | $2,733 | $6,446-57.6% | $5,637-51.5% | $6,400-57.3% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |