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 | $55,934 | $92,703-39.7% | $82,719-32.4% | $134,475-58.4% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -22.13% | 944.92%-967.1pp | 701.18%-723.3pp | 417.96%-440.1pp |
| Employer contribution / active EE | $567 | $3,274-82.7% | $3,009-81.2% | $4,740-88.0% |
| Participant deferral / active EE | $8,332 | $4,802+73.5% | $4,395+89.6% | $6,400+30.2% |
| Admin fee / account holder | $230 | $5,983-96.2% | $5,329-95.7% | $11,426-98.0% |