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 9-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 | $17,717 | $52,836-66.5% | $105,738-83.2% | $64,186-72.4% |
| Participation rate | 23.5% | 66.5%-43.0pp | 76.3%-52.8pp | 69.6%-46.0pp |
| Annual return | -11.21% | 14.30%-25.5pp | 6.27%-17.5pp | 7.63%-18.8pp |
| Employer contribution / active EE | $517 | $1,827-71.7% | $3,268-84.2% | $2,381-78.3% |
| Participant deferral / active EE | $1,685 | $2,545-33.8% | $4,080-58.7% | $3,470-51.4% |
| Admin fee / account holder | $0 | $3,959-100.0% | $6,913-100.0% | $4,888-100.0% |