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 | $17,869 | $95,193-81.2% | $76,523-76.6% | $135,375-86.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -56.16% | 4.85%-61.0pp | -0.27%-55.9pp | 519.73%-575.9pp |
| Employer contribution / active EE | $2,227 | $3,302-32.6% | $2,647-15.9% | $4,779-53.4% |
| Participant deferral / active EE | $6,117 | $4,639+31.8% | $3,835+59.5% | $5,609+9.1% |
| Admin fee / account holder | $59 | $6,249-99.1% | $4,848-98.8% | $10,827-99.5% |