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 | $15,745 | $190,805-91.7% | $159,960-90.2% | $134,475-88.3% |
| Participation rate | 60.0% | 81.9%-21.9pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -23.93% | 552.23%-576.2pp | 408.60%-432.5pp | 417.96%-441.9pp |
| Employer contribution / active EE | $905 | $4,995-81.9% | $4,226-78.6% | $4,740-80.9% |
| Participant deferral / active EE | $4,144 | $6,923-40.1% | $6,182-33.0% | $6,400-35.2% |
| Admin fee / account holder | $224 | $10,471-97.9% | $8,698-97.4% | $11,426-98.0% |