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 | $50,691 | $96,635-47.5% | $86,612-41.5% | $139,434-63.6% |
| Participation rate | 58.3% | 74.4%-16.1pp | 71.7%-13.4pp | 80.3%-22.0pp |
| Annual return | -7.13% | 106.41%-113.5pp | 591.07%-598.2pp | 372.94%-380.1pp |
| Employer contribution / active EE | $1,991 | $3,263-39.0% | $3,022-34.1% | $4,751-58.1% |
| Participant deferral / active EE | $2,960 | $4,836-38.8% | $4,438-33.3% | $6,710-55.9% |
| Admin fee / account holder | $13 | $6,408-99.8% | $5,614-99.8% | $11,403-99.9% |