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 6-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 | $25,094 | $133,958-81.3% | $112,228-77.6% | $134,475-81.3% |
| Participation rate | 36.4% | 78.6%-42.2pp | 75.1%-38.7pp | 81.2%-44.9pp |
| Annual return | -22.71% | 47.11%-69.8pp | 27.45%-50.2pp | 417.96%-440.7pp |
| Employer contribution / active EE | $942 | $4,038-76.7% | $3,635-74.1% | $4,740-80.1% |
| Participant deferral / active EE | $3,382 | $5,291-36.1% | $4,728-28.5% | $6,400-47.1% |
| Admin fee / account holder | $154 | $7,489-97.9% | $6,410-97.6% | $11,426-98.7% |