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 | $30,145 | $53,162-43.3% | $91,220-67.0% | $68,494-56.0% |
| Participation rate | 32.0% | 63.2%-31.2pp | 73.2%-41.2pp | 67.9%-35.9pp |
| Annual return | -23.02% | -3.14%-19.9pp | 114.01%-137.0pp | -7.84%-15.2pp |
| Employer contribution / active EE | $1,019 | $1,709-40.4% | $2,850-64.3% | $2,596-60.8% |
| Participant deferral / active EE | $4,187 | $2,974+40.8% | $4,234-1.1% | $4,027+4.0% |
| Admin fee / account holder | $217 | $4,493-95.2% | $5,420-96.0% | $5,403-96.0% |