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 | $20,911 | $190,805-89.0% | $159,960-86.9% | $134,475-84.4% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -86.42% | 552.23%-638.7pp | 408.60%-495.0pp | 417.96%-504.4pp |
| Employer contribution / active EE | $3,222 | $4,995-35.5% | $4,226-23.8% | $4,740-32.0% |
| Participant deferral / active EE | $10,378 | $6,923+49.9% | $6,182+67.9% | $6,400+62.2% |
| Admin fee / account holder | $17 | $10,471-99.8% | $8,698-99.8% | $11,426-99.9% |