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 | $16,035 | $54,726-70.7% | $68,793-76.7% | $64,186-75.0% |
| Participation rate | 18.5% | 68.0%-49.5pp | 72.2%-53.7pp | 69.6%-51.0pp |
| Annual return | -15.33% | -1.62%-13.7pp | -4.63%-10.7pp | 7.63%-23.0pp |
| Employer contribution / active EE | $451 | $1,846-75.6% | $2,625-82.8% | $2,381-81.1% |
| Participant deferral / active EE | $1,331 | $2,626-49.3% | $3,311-59.8% | $3,470-61.6% |
| Admin fee / account holder | $71 | $4,027-98.2% | $5,131-98.6% | $4,888-98.5% |