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 5-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 | $18,176 | $82,286-77.9% | $68,791-73.6% | $134,475-86.5% |
| Participation rate | 20.0% | 75.1%-55.1pp | 69.0%-49.0pp | 81.2%-61.2pp |
| Annual return | -34.90% | -2.19%-32.7pp | -6.38%-28.5pp | 417.96%-452.9pp |
| Employer contribution / active EE | $503 | $3,301-84.8% | $2,655-81.1% | $4,740-89.4% |
| Participant deferral / active EE | $2,412 | $4,739-49.1% | $3,941-38.8% | $6,400-62.3% |
| Admin fee / account holder | $23 | $6,481-99.7% | $4,932-99.5% | $11,426-99.8% |