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 10-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 | $28,424 | $97,044-70.7% | $83,333-65.9% | $135,375-79.0% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -26.88% | 12.31%-39.2pp | 10.63%-37.5pp | 519.73%-546.6pp |
| Employer contribution / active EE | $16,450 | $4,143+297.1% | $3,379+386.9% | $4,779+244.2% |
| Participant deferral / active EE | $12,250 | $5,964+105.4% | $5,565+120.1% | $5,609+118.4% |
| Admin fee / account holder | $249 | $8,380-97.0% | $7,510-96.7% | $10,827-97.7% |