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 | $19,307 | $152,509-87.3% | $117,472-83.6% | $134,475-85.6% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -26.20% | 52.99%-79.2pp | 29.74%-55.9pp | 417.96%-444.2pp |
| Employer contribution / active EE | $2,050 | $5,571-63.2% | $4,176-50.9% | $4,740-56.7% |
| Participant deferral / active EE | $4,494 | $4,818-6.7% | $4,070+10.4% | $6,400-29.8% |
| Admin fee / account holder | $116 | $7,004-98.3% | $5,645-97.9% | $11,426-99.0% |