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 | $43,863 | $167,484-73.8% | $151,611-71.1% | $134,475-67.4% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -25.00% | 7.80%-32.8pp | 3.33%-28.3pp | 417.96%-443.0pp |
| Employer contribution / active EE | $4,752 | $6,829-30.4% | $6,166-22.9% | $4,740+0.3% |
| Participant deferral / active EE | $9,714 | $8,986+8.1% | $8,363+16.1% | $6,400+51.8% |
| Admin fee / account holder | $57 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |