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 | $31,893 | $211,958-85.0% | $169,463-81.2% | $135,375-76.4% |
| Participation rate | 27.3% | 82.6%-55.4pp | 77.8%-50.5pp | 82.6%-55.4pp |
| Annual return | -19.62% | 3.26%-22.9pp | 1.83%-21.4pp | 519.73%-539.4pp |
| Employer contribution / active EE | $1,030 | $5,120-79.9% | $4,159-75.2% | $4,779-78.5% |
| Participant deferral / active EE | $3,799 | $6,075-37.5% | $5,277-28.0% | $5,609-32.3% |
| Admin fee / account holder | $227 | $11,471-98.0% | $9,109-97.5% | $10,827-97.9% |