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 7-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 | $14,643 | $54,350-73.1% | $82,719-82.3% | $68,494-78.6% |
| Participation rate | 64.1% | 63.9%+0.2pp | 72.6%-8.4pp | 67.9%-3.8pp |
| Annual return | -23.66% | -13.67%-10.0pp | 701.18%-724.8pp | -7.84%-15.8pp |
| Employer contribution / active EE | $2,590 | $2,218+16.8% | $3,009-13.9% | $2,596-0.2% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $272 | $4,395-93.8% | $5,329-94.9% | $5,403-95.0% |