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 5-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 | $14,527 | $133,958-89.2% | $112,228-87.1% | $134,475-89.2% |
| Participation rate | 61.1% | 78.6%-17.4pp | 75.1%-13.9pp | 81.2%-20.1pp |
| Annual return | -27.34% | 47.11%-74.5pp | 27.45%-54.8pp | 417.96%-445.3pp |
| Employer contribution / active EE | $1,786 | $4,038-55.8% | $3,635-50.9% | $4,740-62.3% |
| Participant deferral / active EE | $4,490 | $5,291-15.1% | $4,728-5.0% | $6,400-29.8% |
| Admin fee / account holder | $83 | $7,489-98.9% | $6,410-98.7% | $11,426-99.3% |