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 | $18,764 | $64,707-71.0% | $112,228-83.3% | $68,494-72.6% |
| Participation rate | 66.7% | 67.2%-0.5pp | 75.1%-8.4pp | 67.9%-1.2pp |
| Annual return | -24.40% | -11.40%-13.0pp | 27.45%-51.8pp | -7.84%-16.6pp |
| Employer contribution / active EE | $1,564 | $2,746-43.0% | $3,635-57.0% | $2,596-39.8% |
| Participant deferral / active EE | $3,633 | $3,565+1.9% | $4,728-23.2% | $4,027-9.8% |
| Admin fee / account holder | $17 | $5,232-99.7% | $6,410-99.7% | $5,403-99.7% |