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 | $25,786 | $127,386-79.8% | $115,037-77.6% | $125,391-79.4% |
| Participation rate | 42.9% | 84.2%-41.3pp | 81.4%-38.5pp | 83.2%-40.3pp |
| Annual return | -3.72% | 31.28%-35.0pp | 26.14%-29.9pp | 282.22%-285.9pp |
| Employer contribution / active EE | $1,372 | $5,166-73.4% | $4,608-70.2% | $4,866-71.8% |
| Participant deferral / active EE | $3,948 | $6,423-38.5% | $6,026-34.5% | $5,352-26.2% |
| Admin fee / account holder | $238 | $9,516-97.5% | $8,175-97.1% | $9,540-97.5% |