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 4-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 | $28,104 | $106,543-73.6% | $91,220-69.2% | $134,475-79.1% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.2%-13.2pp | 81.2%-21.2pp |
| Annual return | -21.10% | 160.60%-181.7pp | 114.01%-135.1pp | 417.96%-439.1pp |
| Employer contribution / active EE | $3,552 | $3,331+6.6% | $2,850+24.6% | $4,740-25.1% |
| Participant deferral / active EE | $7,058 | $4,719+49.6% | $4,234+66.7% | $6,400+10.3% |
| Admin fee / account holder | $147 | $6,231-97.6% | $5,420-97.3% | $11,426-98.7% |