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 | $49,131 | $106,515-53.9% | $96,683-49.2% | $139,434-64.8% |
| Participation rate | 23.1% | 77.8%-54.8pp | 74.3%-51.3pp | 80.3%-57.2pp |
| Annual return | -66.24% | 38.43%-104.7pp | 35.69%-101.9pp | 372.94%-439.2pp |
| Employer contribution / active EE | $976 | $4,103-76.2% | $3,737-73.9% | $4,751-79.5% |
| Participant deferral / active EE | $1,648 | $5,454-69.8% | $4,878-66.2% | $6,710-75.4% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |