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 9-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 | $16,383 | $77,634-78.9% | $156,549-89.5% | $62,891-73.9% |
| Participation rate | 44.0% | 71.2%-27.2pp | 84.0%-40.0pp | 69.3%-25.3pp |
| Annual return | -3.06% | 50.32%-53.4pp | 32.23%-35.3pp | 20.14%-23.2pp |
| Employer contribution / active EE | $597 | $3,444-82.7% | $5,501-89.2% | $2,281-73.8% |
| Participant deferral / active EE | $1,035 | $3,045-66.0% | $4,871-78.7% | $3,203-67.7% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |