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 7-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 | $27,613 | $81,900-66.3% | $119,609-76.9% | $68,494-59.7% |
| Participation rate | 48.1% | 71.9%-23.7pp | 79.3%-31.1pp | 67.9%-19.7pp |
| Annual return | -19.62% | -23.82%+4.2pp | -14.97%-4.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,596 | $2,693-40.8% | $4,232-62.3% | $2,596-38.5% |
| Participant deferral / active EE | $4,288 | $4,148+3.4% | $5,602-23.5% | $4,027+6.5% |
| Admin fee / account holder | $126 | $6,582-98.1% | $10,323-98.8% | $5,403-97.7% |