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 | $23,294 | $59,805-61.1% | $79,550-70.7% | $68,494-66.0% |
| Participation rate | 38.7% | 61.1%-22.4pp | 69.5%-30.8pp | 67.9%-29.2pp |
| Annual return | -21.30% | -12.30%-9.0pp | 0.16%-21.5pp | -7.84%-13.5pp |
| Employer contribution / active EE | $1,078 | $1,505-28.4% | $2,413-55.3% | $2,596-58.5% |
| Participant deferral / active EE | $2,072 | $3,024-31.5% | $3,985-48.0% | $4,027-48.5% |
| Admin fee / account holder | $15 | $4,835-99.7% | $6,832-99.8% | $5,403-99.7% |