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 | $27,788 | $190,805-85.4% | $159,960-82.6% | $134,475-79.3% |
| Participation rate | 45.5% | 81.9%-36.5pp | 78.0%-32.5pp | 81.2%-35.8pp |
| Annual return | -24.41% | 552.23%-576.6pp | 408.60%-433.0pp | 417.96%-442.4pp |
| Employer contribution / active EE | $662 | $4,995-86.7% | $4,226-84.3% | $4,740-86.0% |
| Participant deferral / active EE | $7,263 | $6,923+4.9% | $6,182+17.5% | $6,400+13.5% |
| Admin fee / account holder | $22 | $10,471-99.8% | $8,698-99.7% | $11,426-99.8% |