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 | $28,194 | $133,958-79.0% | $112,228-74.9% | $134,475-79.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -36.84% | 47.11%-84.0pp | 27.45%-64.3pp | 417.96%-454.8pp |
| Employer contribution / active EE | $3,906 | $4,038-3.3% | $3,635+7.5% | $4,740-17.6% |
| Participant deferral / active EE | $9,416 | $5,291+78.0% | $4,728+99.2% | $6,400+47.1% |
| Admin fee / account holder | $114 | $7,489-98.5% | $6,410-98.2% | $11,426-99.0% |