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 5-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 | $18,774 | $167,307-88.8% | $143,757-86.9% | $134,475-86.0% |
| Participation rate | 47.6% | 84.8%-37.2pp | 80.3%-32.7pp | 81.2%-33.6pp |
| Annual return | -25.32% | 0.46%-25.8pp | -0.04%-25.3pp | 417.96%-443.3pp |
| Employer contribution / active EE | $1,574 | $5,619-72.0% | $4,951-68.2% | $4,740-66.8% |
| Participant deferral / active EE | $4,692 | $6,446-27.2% | $5,637-16.8% | $6,400-26.7% |
| Admin fee / account holder | $207 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |