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 | $17,507 | $133,958-86.9% | $112,228-84.4% | $134,475-87.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -22.26% | 47.11%-69.4pp | 27.45%-49.7pp | 417.96%-440.2pp |
| Employer contribution / active EE | $1,277 | $4,038-68.4% | $3,635-64.9% | $4,740-73.1% |
| Participant deferral / active EE | $5,459 | $5,291+3.2% | $4,728+15.5% | $6,400-14.7% |
| Admin fee / account holder | $45 | $7,489-99.4% | $6,410-99.3% | $11,426-99.6% |