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 10-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 | $19,910 | $64,707-69.2% | $112,228-82.3% | $68,494-70.9% |
| Participation rate | 51.9% | 67.2%-15.3pp | 75.1%-23.2pp | 67.9%-16.0pp |
| Annual return | -21.63% | -11.40%-10.2pp | 27.45%-49.1pp | -7.84%-13.8pp |
| Employer contribution / active EE | $2,038 | $2,746-25.8% | $3,635-43.9% | $2,596-21.5% |
| Participant deferral / active EE | $3,387 | $3,565-5.0% | $4,728-28.4% | $4,027-15.9% |
| Admin fee / account holder | $136 | $5,232-97.4% | $6,410-97.9% | $5,403-97.5% |