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 | $19,452 | $43,723-55.5% | $121,196-83.9% | $64,186-69.7% |
| Participation rate | 27.3% | 58.3%-31.1pp | 71.7%-44.5pp | 69.6%-42.3pp |
| Annual return | -9.57% | 68.91%-78.5pp | 16.93%-26.5pp | 7.63%-17.2pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,112 | $2,280-7.4% | $3,344-36.9% | $3,470-39.1% |
| Admin fee / account holder | $144 | $3,501-95.9% | $5,019-97.1% | $4,888-97.1% |