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 9-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 | $112,479 | $115,770-2.8% | $101,248+11.1% | $158,922-29.2% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 0.99% | 56.14%-55.2pp | 46.47%-45.5pp | 302.83%-301.8pp |
| Employer contribution / active EE | $1,701 | $4,175-59.2% | $3,660-53.5% | $4,761-64.3% |
| Participant deferral / active EE | $4,907 | $4,957-1.0% | $4,370+12.3% | $5,982-18.0% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |