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 | $43,717 | $158,817-72.5% | $121,196-63.9% | $135,375-67.7% |
| Participation rate | 12.5% | 79.3%-66.8pp | 71.7%-59.2pp | 82.6%-70.1pp |
| Annual return | -11.13% | -0.64%-10.5pp | 16.93%-28.1pp | 519.73%-530.9pp |
| Employer contribution / active EE | $216 | $5,665-96.2% | $4,022-94.6% | $4,779-95.5% |
| Participant deferral / active EE | $2,688 | $4,005-32.9% | $3,344-19.6% | $5,609-52.1% |
| Admin fee / account holder | $15 | $6,512-99.8% | $5,019-99.7% | $10,827-99.9% |