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 7-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 | $20,910 | $77,976-73.2% | $81,367-74.3% | $125,391-83.3% |
| Participation rate | 44.4% | 83.3%-38.8pp | 82.3%-37.8pp | 83.2%-38.7pp |
| Annual return | -4.62% | -2.85%-1.8pp | -0.92%-3.7pp | 282.22%-286.8pp |
| Employer contribution / active EE | $1,778 | $4,366-59.3% | $3,930-54.8% | $4,866-63.5% |
| Participant deferral / active EE | $2,500 | $5,646-55.7% | $5,383-53.6% | $5,352-53.3% |
| Admin fee / account holder | $270 | $12,476-97.8% | $8,926-97.0% | $9,540-97.2% |