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 4-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 | $89,411 | $152,509-41.4% | $117,472-23.9% | $134,475-33.5% |
| Participation rate | 14.3% | 77.1%-62.8pp | 70.6%-56.3pp | 81.2%-66.9pp |
| Annual return | -47.51% | 52.99%-100.5pp | 29.74%-77.2pp | 417.96%-465.5pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $4,818-100.0% | $4,070-100.0% | $6,400-100.0% |
| Admin fee / account holder | $156 | $7,004-97.8% | $5,645-97.2% | $11,426-98.6% |