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 3-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 | $30,231 | $61,774-51.1% | $97,226-68.9% | $80,856-62.6% |
| Participation rate | 40.0% | 63.5%-23.5pp | 72.7%-32.7pp | 67.6%-27.6pp |
| Annual return | 10.28% | -557.90%+568.2pp | 75.13%-64.9pp | 35.59%-25.3pp |
| Employer contribution / active EE | $835 | $1,837-54.5% | $2,729-69.4% | $2,755-69.7% |
| Participant deferral / active EE | $1,268 | $3,029-58.1% | $4,264-70.3% | $4,296-70.5% |
| Admin fee / account holder | $255 | $5,166-95.1% | $5,654-95.5% | $6,918-96.3% |