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 7-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 | $41,383 | $57,016-27.4% | $84,966-51.3% | $80,856-48.8% |
| Participation rate | 13.3% | 56.3%-43.0pp | 67.5%-54.2pp | 67.6%-54.3pp |
| Annual return | -0.39% | 21.66%-22.1pp | 66.38%-66.8pp | 35.59%-36.0pp |
| Employer contribution / active EE | $580 | $1,798-67.7% | $2,727-78.7% | $2,755-79.0% |
| Participant deferral / active EE | $2,452 | $3,110-21.1% | $4,519-45.7% | $4,296-42.9% |
| Admin fee / account holder | $175 | $4,980-96.5% | $6,149-97.1% | $6,918-97.5% |