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 | $29,351 | $84,402-65.2% | $61,373-52.2% | $134,475-78.2% |
| Participation rate | 42.1% | 62.2%-20.1pp | 52.6%-10.5pp | 81.2%-39.1pp |
| Annual return | -22.15% | 584.55%-606.7pp | 338.61%-360.8pp | 417.96%-440.1pp |
| Employer contribution / active EE | $1,120 | $1,544-27.5% | $1,159-3.4% | $4,740-76.4% |
| Participant deferral / active EE | $3,146 | $2,819+11.6% | $2,125+48.1% | $6,400-50.8% |
| Admin fee / account holder | $221 | $2,585-91.4% | $2,130-89.6% | $11,426-98.1% |