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 | $10,047 | $42,894-76.6% | $60,874-83.5% | $68,494-85.3% |
| Participation rate | 35.7% | 66.8%-31.1pp | 73.1%-37.4pp | 67.9%-32.2pp |
| Annual return | -21.67% | -13.98%-7.7pp | 16.90%-38.6pp | -7.84%-13.8pp |
| Employer contribution / active EE | $424 | $1,978-78.6% | $2,701-84.3% | $2,596-83.7% |
| Participant deferral / active EE | $872 | $2,867-69.6% | $3,817-77.2% | $4,027-78.4% |
| Admin fee / account holder | $212 | $3,101-93.2% | $3,224-93.4% | $5,403-96.1% |