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 8-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 | $24,185 | $158,817-84.8% | $121,196-80.0% | $135,375-82.1% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.7%-5.1pp | 82.6%-16.0pp |
| Annual return | -20.79% | -0.64%-20.2pp | 16.93%-37.7pp | 519.73%-540.5pp |
| Employer contribution / active EE | $1,581 | $5,665-72.1% | $4,022-60.7% | $4,779-66.9% |
| Participant deferral / active EE | $8,583 | $4,005+114.3% | $3,344+156.6% | $5,609+53.0% |
| Admin fee / account holder | $63 | $6,512-99.0% | $5,019-98.8% | $10,827-99.4% |