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 7-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 | $57,150 | $117,983-51.6% | $101,794-43.9% | $142,382-59.9% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.2%-6.7pp | 80.1%-17.6pp |
| Annual return | -25.83% | 36.92%-62.8pp | 30.53%-56.4pp | 217.08%-242.9pp |
| Employer contribution / active EE | $1,874 | $2,773-32.4% | $2,289-18.1% | $4,299-56.4% |
| Participant deferral / active EE | $2,707 | $4,714-42.6% | $4,084-33.7% | $6,507-58.4% |
| Admin fee / account holder | $172 | $10,433-98.4% | $8,777-98.0% | $12,624-98.6% |