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 | $21,558 | $138,065-84.4% | $123,544-82.6% | $135,375-84.1% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -10.58% | 153.68%-164.3pp | 119.20%-129.8pp | 519.73%-530.3pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,406 | $6,799-35.2% | $6,426-31.4% | $5,609-21.4% |
| Admin fee / account holder | $15 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |