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 | $120,804 | $158,398-23.7% | $126,539-4.5% | $142,382-15.2% |
| Participation rate | 17.6% | 75.8%-58.2pp | 69.8%-52.2pp | 80.1%-62.5pp |
| Annual return | -28.18% | 593.76%-621.9pp | 425.95%-454.1pp | 217.08%-245.3pp |
| Employer contribution / active EE | $547 | $4,650-88.2% | $3,674-85.1% | $4,299-87.3% |
| Participant deferral / active EE | $555 | $4,767-88.4% | $4,083-86.4% | $6,507-91.5% |
| Admin fee / account holder | $193 | $6,918-97.2% | $6,065-96.8% | $12,624-98.5% |