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 3-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 | $17,559 | $100,754-82.6% | $86,677-79.7% | $134,475-86.9% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -20.40% | 29.04%-49.4pp | 35.91%-56.3pp | 417.96%-438.4pp |
| Employer contribution / active EE | $841 | $3,489-75.9% | $2,836-70.4% | $4,740-82.3% |
| Participant deferral / active EE | $5,587 | $5,338+4.7% | $4,656+20.0% | $6,400-12.7% |
| Admin fee / account holder | $261 | $10,926-97.6% | $7,493-96.5% | $11,426-97.7% |