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 | $39,309 | $45,863-14.3% | $77,024-49.0% | $68,494-42.6% |
| Participation rate | 63.3% | 55.9%+7.4pp | 67.9%-4.6pp | 67.9%-4.6pp |
| Annual return | -23.01% | 1.72%-24.7pp | 42.32%-65.3pp | -7.84%-15.2pp |
| Employer contribution / active EE | $2,639 | $1,650+60.0% | $2,812-6.1% | $2,596+1.7% |
| Participant deferral / active EE | $9,538 | $2,962+222.0% | $4,426+115.5% | $4,027+136.8% |
| Admin fee / account holder | $2 | $3,041-99.9% | $5,425-100.0% | $5,403-100.0% |