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 | $23,115 | $95,862-75.9% | $79,550-70.9% | $134,475-82.8% |
| Participation rate | 44.4% | 75.0%-30.6pp | 69.5%-25.0pp | 81.2%-36.8pp |
| Annual return | -27.72% | -2.69%-25.0pp | 0.16%-27.9pp | 417.96%-445.7pp |
| Employer contribution / active EE | $2,601 | $3,128-16.8% | $2,413+7.8% | $4,740-45.1% |
| Participant deferral / active EE | $5,194 | $4,693+10.7% | $3,985+30.3% | $6,400-18.8% |
| Admin fee / account holder | $283 | $9,126-96.9% | $6,832-95.9% | $11,426-97.5% |