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 | $33,471 | $30,732+8.9% | $59,496-43.7% | $59,632-43.9% |
| Participation rate | 5.0% | 43.2%-38.2pp | 54.6%-49.6pp | 68.7%-63.7pp |
| Annual return | -3.91% | 4.47%-8.4pp | 182.05%-186.0pp | 2041.28%-2045.2pp |
| Employer contribution / active EE | $98 | $631-84.5% | $1,153-91.5% | $2,203-95.6% |
| Participant deferral / active EE | $875 | $1,183-26.0% | $1,829-52.2% | $3,192-72.6% |
| Admin fee / account holder | $0 | $2,136-100.0% | $2,232-100.0% | $4,297-100.0% |