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 | $15,197 | $69,010-78.0% | $159,960-90.5% | $68,494-77.8% |
| Participation rate | 30.0% | 65.4%-35.4pp | 78.0%-48.0pp | 67.9%-37.9pp |
| Annual return | -291.65% | -9.65%-282.0pp | 408.60%-700.3pp | -7.84%-283.8pp |
| Employer contribution / active EE | $966 | $2,213-56.3% | $4,226-77.1% | $2,596-62.8% |
| Participant deferral / active EE | $3,771 | $4,212-10.5% | $6,182-39.0% | $4,027-6.4% |
| Admin fee / account holder | $118 | $4,798-97.5% | $8,698-98.6% | $5,403-97.8% |