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 | $57,273 | $67,331-14.9% | $60,874-5.9% | $134,475-57.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -20.52% | 49.93%-70.5pp | 16.90%-37.4pp | 417.96%-438.5pp |
| Employer contribution / active EE | $756 | $3,096-75.6% | $2,701-72.0% | $4,740-84.0% |
| Participant deferral / active EE | $9,750 | $4,538+114.8% | $3,817+155.5% | $6,400+52.4% |
| Admin fee / account holder | $293 | $4,582-93.6% | $3,224-90.9% | $11,426-97.4% |