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 | $28,953 | $88,707-67.4% | $74,183-61.0% | $273,961-89.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | -34.21% | 11.94%-46.2pp | 17.74%-51.9pp | 41.45%-75.7pp |
| Employer contribution / active EE | $979 | $3,159-69.0% | $2,370-58.7% | $4,869-79.9% |
| Participant deferral / active EE | $1,440 | $4,212-65.8% | $3,550-59.4% | $5,287-72.8% |
| Admin fee / account holder | $264 | $8,717-97.0% | $5,586-95.3% | $10,132-97.4% |