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 | $75,106 | $115,770-35.1% | $101,248-25.8% | $158,922-52.7% |
| Participation rate | 30.0% | 79.4%-49.4pp | 75.8%-45.8pp | 82.0%-52.0pp |
| Annual return | -37.52% | 56.14%-93.7pp | 46.47%-84.0pp | 302.83%-340.3pp |
| Employer contribution / active EE | $1,277 | $4,175-69.4% | $3,660-65.1% | $4,761-73.2% |
| Participant deferral / active EE | $2,222 | $4,957-55.2% | $4,370-49.2% | $5,982-62.9% |
| Admin fee / account holder | $11 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |