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 | $12,496 | $152,509-91.8% | $117,472-89.4% | $134,475-90.7% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -28.05% | 52.99%-81.0pp | 29.74%-57.8pp | 417.96%-446.0pp |
| Employer contribution / active EE | $294 | $5,571-94.7% | $4,176-93.0% | $4,740-93.8% |
| Participant deferral / active EE | $1,148 | $4,818-76.2% | $4,070-71.8% | $6,400-82.1% |
| Admin fee / account holder | $20 | $7,004-99.7% | $5,645-99.6% | $11,426-99.8% |