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 | $25,746 | $61,660-58.2% | $80,019-67.8% | $64,186-59.9% |
| Participation rate | 52.9% | 71.7%-18.7pp | 75.8%-22.9pp | 69.6%-16.6pp |
| Annual return | -9.28% | -0.33%-9.0pp | 11.22%-20.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $962 | $1,810-46.8% | $2,468-61.0% | $2,381-59.6% |
| Participant deferral / active EE | $2,022 | $2,968-31.9% | $3,686-45.1% | $3,470-41.7% |
| Admin fee / account holder | $4 | $5,417-99.9% | $6,521-99.9% | $4,888-99.9% |