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 8-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 | $19,497 | $76,000-74.3% | $154,107-87.3% | $64,186-69.6% |
| Participation rate | 24.3% | 70.4%-46.1pp | 83.0%-58.7pp | 69.6%-45.2pp |
| Annual return | -18.85% | 30.32%-49.2pp | 735.12%-754.0pp | 7.63%-26.5pp |
| Employer contribution / active EE | $1,126 | $3,351-66.4% | $5,298-78.7% | $2,381-52.7% |
| Participant deferral / active EE | $1,923 | $3,175-39.4% | $5,081-62.2% | $3,470-44.6% |
| Admin fee / account holder | $297 | $5,596-94.7% | $13,411-97.8% | $4,888-93.9% |