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 | $29,334 | $97,125-69.8% | $86,233-66.0% | $137,256-78.6% |
| Participation rate | 68.8% | 74.2%-5.4pp | 69.0%-0.3pp | 80.0%-11.2pp |
| Annual return | -16.58% | 74.19%-90.8pp | 61.39%-78.0pp | 220.34%-236.9pp |
| Employer contribution / active EE | $838 | $2,841-70.5% | $2,504-66.5% | $4,156-79.8% |
| Participant deferral / active EE | $870 | $5,180-83.2% | $4,559-80.9% | $6,407-86.4% |
| Admin fee / account holder | $107 | $9,725-98.9% | $8,342-98.7% | $12,270-99.1% |