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 10-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 | $17,470 | $49,280-64.5% | $67,313-74.0% | $64,186-72.8% |
| Participation rate | 7.0% | 60.8%-53.8pp | 69.1%-62.1pp | 69.6%-62.6pp |
| Annual return | -9.38% | -1.39%-8.0pp | -4.08%-5.3pp | 7.63%-17.0pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $15 | $3,863-99.6% | $4,507-99.7% | $4,888-99.7% |