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 5-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 | $37,380 | $167,307-77.7% | $143,757-74.0% | $134,475-72.2% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -26.82% | 0.46%-27.3pp | -0.04%-26.8pp | 417.96%-444.8pp |
| Employer contribution / active EE | $6,838 | $5,619+21.7% | $4,951+38.1% | $4,740+44.3% |
| Participant deferral / active EE | $10,963 | $6,446+70.1% | $5,637+94.5% | $6,400+71.3% |
| Admin fee / account holder | $243 | $18,088-98.7% | $14,673-98.3% | $11,426-97.9% |