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 | $35,769 | $177,572-79.9% | $154,803-76.9% | $142,382-74.9% |
| Participation rate | 42.9% | 82.1%-39.2pp | 78.1%-35.2pp | 80.1%-37.3pp |
| Annual return | -15.91% | 65.07%-81.0pp | 58.88%-74.8pp | 217.08%-233.0pp |
| Employer contribution / active EE | $9,693 | $4,810+101.5% | $4,305+125.1% | $4,299+125.5% |
| Participant deferral / active EE | $3,486 | $6,272-44.4% | $5,540-37.1% | $6,507-46.4% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |