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 3-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 | $112,397 | $166,020-32.3% | $164,866-31.8% | $145,959-23.0% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.6%-58.6pp | 80.3%-60.3pp |
| Annual return | -43.54% | 100.08%-143.6pp | 69.97%-113.5pp | 561.95%-605.5pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12 | $16,644-99.9% | $12,689-99.9% | $13,398-99.9% |