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 6-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 | $17,813 | $87,540-79.7% | $75,781-76.5% | $125,391-85.8% |
| Participation rate | 33.3% | 80.2%-46.8pp | 75.8%-42.5pp | 83.2%-49.9pp |
| Annual return | -12.07% | 13.48%-25.6pp | 9.68%-21.7pp | 282.22%-294.3pp |
| Employer contribution / active EE | $1,359 | $3,930-65.4% | $3,323-59.1% | $4,866-72.1% |
| Participant deferral / active EE | $2,038 | $4,229-51.8% | $3,651-44.2% | $5,352-61.9% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |