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 | $32,333 | $74,888-56.8% | $71,209-54.6% | $142,382-77.3% |
| Participation rate | 52.2% | 76.2%-24.1pp | 73.8%-21.6pp | 80.1%-27.9pp |
| Annual return | -38.82% | 345.14%-384.0pp | 282.51%-321.3pp | 217.08%-255.9pp |
| Employer contribution / active EE | $496 | $2,854-82.6% | $2,721-81.8% | $4,299-88.5% |
| Participant deferral / active EE | $872 | $4,454-80.4% | $4,175-79.1% | $6,507-86.6% |
| Admin fee / account holder | $132 | $5,568-97.6% | $5,349-97.5% | $12,624-99.0% |