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 4-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 | $43,048 | $127,386-66.2% | $115,037-62.6% | $125,391-65.7% |
| Participation rate | 22.2% | 84.2%-61.9pp | 81.4%-59.1pp | 83.2%-61.0pp |
| Annual return | -73.71% | 31.28%-105.0pp | 26.14%-99.8pp | 282.22%-355.9pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $143 | $9,516-98.5% | $8,175-98.3% | $9,540-98.5% |