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 7-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 | $70,789 | $157,256-55.0% | $141,162-49.9% | $152,861-53.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | -3.63% | 64.32%-68.0pp | 71.39%-75.0pp | 345.32%-349.0pp |
| Employer contribution / active EE | $1,032 | $5,261-80.4% | $4,735-78.2% | $4,762-78.3% |
| Participant deferral / active EE | $3,500 | $7,109-50.8% | $6,709-47.8% | $5,850-40.2% |
| Admin fee / account holder | $125 | $12,120-99.0% | $10,261-98.8% | $11,596-98.9% |