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 5-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 | $18,881 | $167,307-88.7% | $143,757-86.9% | $134,475-86.0% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -27.03% | 0.46%-27.5pp | -0.04%-27.0pp | 417.96%-445.0pp |
| Employer contribution / active EE | $3,152 | $5,619-43.9% | $4,951-36.3% | $4,740-33.5% |
| Participant deferral / active EE | $4,971 | $6,446-22.9% | $5,637-11.8% | $6,400-22.3% |
| Admin fee / account holder | $147 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |