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 | $17,389 | $95,862-81.9% | $79,550-78.1% | $134,475-87.1% |
| Participation rate | 54.5% | 75.0%-20.5pp | 69.5%-14.9pp | 81.2%-26.7pp |
| Annual return | -38.03% | -2.69%-35.3pp | 0.16%-38.2pp | 417.96%-456.0pp |
| Employer contribution / active EE | $1,106 | $3,128-64.6% | $2,413-54.2% | $4,740-76.7% |
| Participant deferral / active EE | $4,466 | $4,693-4.8% | $3,985+12.1% | $6,400-30.2% |
| Admin fee / account holder | $148 | $9,126-98.4% | $6,832-97.8% | $11,426-98.7% |