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 7-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 | $24,223 | $142,344-83.0% | $119,609-79.7% | $134,475-82.0% |
| Participation rate | 47.6% | 82.8%-35.2pp | 79.3%-31.6pp | 81.2%-33.6pp |
| Annual return | -22.90% | -12.44%-10.5pp | -14.97%-7.9pp | 417.96%-440.9pp |
| Employer contribution / active EE | $1,506 | $5,222-71.2% | $4,232-64.4% | $4,740-68.2% |
| Participant deferral / active EE | $3,763 | $6,469-41.8% | $5,602-32.8% | $6,400-41.2% |
| Admin fee / account holder | $220 | $13,584-98.4% | $10,323-97.9% | $11,426-98.1% |