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 10-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 | $21,680 | $77,813-72.1% | $123,544-82.5% | $64,186-66.2% |
| Participation rate | 67.7% | 74.7%-7.0pp | 82.3%-14.6pp | 69.6%-1.8pp |
| Annual return | -15.91% | 12.48%-28.4pp | 119.20%-135.1pp | 7.63%-23.5pp |
| Employer contribution / active EE | $2,589 | $3,014-14.1% | $4,628-44.1% | $2,381+8.7% |
| Participant deferral / active EE | $5,849 | $5,240+11.6% | $6,426-9.0% | $3,470+68.6% |
| Admin fee / account holder | $89 | $5,519-98.4% | $9,284-99.0% | $4,888-98.2% |