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 | $14,253 | $95,862-85.1% | $79,550-82.1% | $134,475-89.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -33.69% | -2.69%-31.0pp | 0.16%-33.9pp | 417.96%-451.7pp |
| Employer contribution / active EE | $3,173 | $3,128+1.4% | $2,413+31.5% | $4,740-33.1% |
| Participant deferral / active EE | $5,529 | $4,693+17.8% | $3,985+38.7% | $6,400-13.6% |
| Admin fee / account holder | $191 | $9,126-97.9% | $6,832-97.2% | $11,426-98.3% |