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 5-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 | $34,786 | $190,805-81.8% | $159,960-78.3% | $134,475-74.1% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -33.14% | 552.23%-585.4pp | 408.60%-441.7pp | 417.96%-451.1pp |
| Employer contribution / active EE | $1,297 | $4,995-74.0% | $4,226-69.3% | $4,740-72.6% |
| Participant deferral / active EE | $6,500 | $6,923-6.1% | $6,182+5.1% | $6,400+1.6% |
| Admin fee / account holder | $297 | $10,471-97.2% | $8,698-96.6% | $11,426-97.4% |