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 | $12,456 | $95,862-87.0% | $79,550-84.3% | $134,475-90.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -24.65% | -2.69%-22.0pp | 0.16%-24.8pp | 417.96%-442.6pp |
| Employer contribution / active EE | $2,377 | $3,128-24.0% | $2,413-1.5% | $4,740-49.8% |
| Participant deferral / active EE | $7,591 | $4,693+61.7% | $3,985+90.5% | $6,400+18.6% |
| Admin fee / account holder | $16 | $9,126-99.8% | $6,832-99.8% | $11,426-99.9% |