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 | $17,321 | $42,894-59.6% | $60,874-71.5% | $68,494-74.7% |
| Participation rate | 31.4% | 66.8%-35.4pp | 73.1%-41.7pp | 67.9%-36.5pp |
| Annual return | -21.95% | -13.98%-8.0pp | 16.90%-38.8pp | -7.84%-14.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,046 | $2,867-28.6% | $3,817-46.4% | $4,027-49.2% |
| Admin fee / account holder | $246 | $3,101-92.1% | $3,224-92.4% | $5,403-95.5% |