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 | $12,212 | $106,543-88.5% | $91,220-86.6% | $134,475-90.9% |
| Participation rate | 44.4% | 76.8%-32.4pp | 73.2%-28.8pp | 81.2%-36.8pp |
| Annual return | -34.49% | 160.60%-195.1pp | 114.01%-148.5pp | 417.96%-452.5pp |
| Employer contribution / active EE | $849 | $3,331-74.5% | $2,850-70.2% | $4,740-82.1% |
| Participant deferral / active EE | $5,196 | $4,719+10.1% | $4,234+22.7% | $6,400-18.8% |
| Admin fee / account holder | $222 | $6,231-96.4% | $5,420-95.9% | $11,426-98.1% |