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 | $103,937 | $158,817-34.6% | $121,196-14.2% | $135,375-23.2% |
| Participation rate | 18.2% | 79.3%-61.1pp | 71.7%-53.6pp | 82.6%-64.5pp |
| Annual return | -19.30% | -0.64%-18.7pp | 16.93%-36.2pp | 519.73%-539.0pp |
| Employer contribution / active EE | $243 | $5,665-95.7% | $4,022-93.9% | $4,779-94.9% |
| Participant deferral / active EE | $245 | $4,005-93.9% | $3,344-92.7% | $5,609-95.6% |
| Admin fee / account holder | $94 | $6,512-98.6% | $5,019-98.1% | $10,827-99.1% |