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 | $14,850 | $133,958-88.9% | $112,228-86.8% | $134,475-89.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -20.81% | 47.11%-67.9pp | 27.45%-48.3pp | 417.96%-438.8pp |
| Employer contribution / active EE | $5,041 | $4,038+24.8% | $3,635+38.7% | $4,740+6.4% |
| Participant deferral / active EE | $4,189 | $5,291-20.8% | $4,728-11.4% | $6,400-34.5% |
| Admin fee / account holder | $113 | $7,489-98.5% | $6,410-98.2% | $11,426-99.0% |