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 8-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 | $23,693 | $85,790-72.4% | $67,313-64.8% | $135,375-82.5% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.1%-2.4pp | 82.6%-16.0pp |
| Annual return | -10.82% | -0.54%-10.3pp | -4.08%-6.7pp | 519.73%-530.6pp |
| Employer contribution / active EE | $1,729 | $3,487-50.4% | $2,566-32.6% | $4,779-63.8% |
| Participant deferral / active EE | $7,051 | $4,651+51.6% | $3,568+97.6% | $5,609+25.7% |
| Admin fee / account holder | $55 | $6,392-99.1% | $4,507-98.8% | $10,827-99.5% |