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 | $24,705 | $62,586-60.5% | $76,768-67.8% | $64,186-61.5% |
| Participation rate | 59.7% | 72.8%-13.1pp | 77.0%-17.2pp | 69.6%-9.8pp |
| Annual return | -8.35% | -1.95%-6.4pp | 2.43%-10.8pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,183 | $1,832-35.4% | $2,485-52.4% | $2,381-50.3% |
| Participant deferral / active EE | $2,100 | $3,145-33.2% | $3,852-45.5% | $3,470-39.5% |
| Admin fee / account holder | $77 | $4,667-98.4% | $6,675-98.8% | $4,888-98.4% |