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 | $57,665 | $107,334-46.3% | $92,893-37.9% | $152,861-62.3% |
| Participation rate | 60.9% | 79.8%-18.9pp | 76.0%-15.1pp | 82.4%-21.6pp |
| Annual return | -5.23% | 145.58%-150.8pp | 109.41%-114.6pp | 345.32%-350.5pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $12 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |