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 | $30,428 | $90,600-66.4% | $79,464-61.7% | $135,375-77.5% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 82.6%-42.6pp |
| Annual return | -13.34% | 977.43%-990.8pp | 718.14%-731.5pp | 519.73%-533.1pp |
| Employer contribution / active EE | $470 | $3,068-84.7% | $2,800-83.2% | $4,779-90.2% |
| Participant deferral / active EE | $5,147 | $4,050+27.1% | $3,704+39.0% | $5,609-8.2% |
| Admin fee / account holder | $186 | $5,907-96.8% | $5,113-96.4% | $10,827-98.3% |