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 6-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 | $16,930 | $190,805-91.1% | $159,960-89.4% | $134,475-87.4% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -23.29% | 552.23%-575.5pp | 408.60%-431.9pp | 417.96%-441.2pp |
| Employer contribution / active EE | $1,418 | $4,995-71.6% | $4,226-66.4% | $4,740-70.1% |
| Participant deferral / active EE | $3,847 | $6,923-44.4% | $6,182-37.8% | $6,400-39.9% |
| Admin fee / account holder | $255 | $10,471-97.6% | $8,698-97.1% | $11,426-97.8% |