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 5-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 | $19,966 | $59,107-66.2% | $86,436-76.9% | $68,494-70.9% |
| Participation rate | 51.7% | 75.2%-23.5pp | 80.3%-28.6pp | 67.9%-16.2pp |
| Annual return | -34.60% | -0.23%-34.4pp | 4394.89%-4429.5pp | -7.84%-26.8pp |
| Employer contribution / active EE | $2,620 | $2,519+4.0% | $3,769-30.5% | $2,596+0.9% |
| Participant deferral / active EE | $5,943 | $5,901+0.7% | $6,952-14.5% | $4,027+47.6% |
| Admin fee / account holder | $234 | $5,637-95.8% | $6,731-96.5% | $5,403-95.7% |