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 9-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 | $12,154 | $42,383-71.3% | $76,523-84.1% | $64,186-81.1% |
| Participation rate | 40.0% | 58.1%-18.1pp | 68.0%-28.0pp | 69.6%-29.6pp |
| Annual return | -41.17% | -16.54%-24.6pp | -0.27%-40.9pp | 7.63%-48.8pp |
| Employer contribution / active EE | $1,480 | $1,563-5.3% | $2,647-44.1% | $2,381-37.8% |
| Participant deferral / active EE | $2,744 | $2,566+6.9% | $3,835-28.5% | $3,470-20.9% |
| Admin fee / account holder | $154 | $3,198-95.2% | $4,848-96.8% | $4,888-96.9% |