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 | $28,022 | $71,883-61.0% | $86,677-67.7% | $68,494-59.1% |
| Participation rate | 21.7% | 72.2%-50.5pp | 76.6%-54.8pp | 67.9%-46.1pp |
| Annual return | -22.70% | 3.52%-26.2pp | 35.91%-58.6pp | -7.84%-14.9pp |
| Employer contribution / active EE | $800 | $2,173-63.2% | $2,836-71.8% | $2,596-69.2% |
| Participant deferral / active EE | $1,877 | $3,779-50.3% | $4,656-59.7% | $4,027-53.4% |
| Admin fee / account holder | $259 | $6,112-95.8% | $7,493-96.5% | $5,403-95.2% |