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 | $143,367 | $82,286+74.2% | $68,791+108.4% | $134,475+6.6% |
| Participation rate | 45.5% | 75.1%-29.6pp | 69.0%-23.6pp | 81.2%-35.8pp |
| Annual return | -32.12% | -2.19%-29.9pp | -6.38%-25.7pp | 417.96%-450.1pp |
| Employer contribution / active EE | $851 | $3,301-74.2% | $2,655-67.9% | $4,740-82.0% |
| Participant deferral / active EE | $1,752 | $4,739-63.0% | $3,941-55.6% | $6,400-72.6% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |