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 4-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 | $19,499 | $190,805-89.8% | $159,960-87.8% | $134,475-85.5% |
| Participation rate | 40.0% | 81.9%-41.9pp | 78.0%-38.0pp | 81.2%-41.2pp |
| Annual return | -22.41% | 552.23%-574.6pp | 408.60%-431.0pp | 417.96%-440.4pp |
| Employer contribution / active EE | $915 | $4,995-81.7% | $4,226-78.3% | $4,740-80.7% |
| Participant deferral / active EE | $3,621 | $6,923-47.7% | $6,182-41.4% | $6,400-43.4% |
| Admin fee / account holder | $143 | $10,471-98.6% | $8,698-98.4% | $11,426-98.7% |