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 6-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 | $54,426 | $99,020-45.0% | $86,590-37.1% | $147,584-63.1% |
| Participation rate | 69.2% | 76.3%-7.1pp | 73.5%-4.3pp | 82.8%-13.6pp |
| Annual return | -4.00% | 1312.34%-1316.3pp | 964.84%-968.8pp | 578.55%-582.5pp |
| Employer contribution / active EE | $1,023 | $3,132-67.4% | $2,839-64.0% | $4,876-79.0% |
| Participant deferral / active EE | $1,243 | $3,972-68.7% | $3,609-65.6% | $5,439-77.1% |
| Admin fee / account holder | $118 | $5,710-97.9% | $4,906-97.6% | $10,885-98.9% |