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 | $53,805 | $46,674+15.3% | $117,472-54.2% | $68,494-21.4% |
| Participation rate | 63.4% | 56.8%+6.6pp | 70.6%-7.2pp | 67.9%-4.5pp |
| Annual return | -23.47% | -14.52%-8.9pp | 29.74%-53.2pp | -7.84%-15.6pp |
| Employer contribution / active EE | $1,501 | $1,505-0.3% | $4,176-64.1% | $2,596-42.2% |
| Participant deferral / active EE | $4,058 | $2,636+53.9% | $4,070-0.3% | $4,027+0.8% |
| Admin fee / account holder | $2 | $4,020-100.0% | $5,645-100.0% | $5,403-100.0% |