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 | $11,480 | $95,862-88.0% | $79,550-85.6% | $134,475-91.5% |
| Participation rate | 47.4% | 75.0%-27.7pp | 69.5%-22.1pp | 81.2%-33.9pp |
| Annual return | -21.19% | -2.69%-18.5pp | 0.16%-21.4pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,717 | $3,128-45.1% | $2,413-28.9% | $4,740-63.8% |
| Participant deferral / active EE | $2,634 | $4,693-43.9% | $3,985-33.9% | $6,400-58.8% |
| Admin fee / account holder | $240 | $9,126-97.4% | $6,832-96.5% | $11,426-97.9% |