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 5-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 | $17,039 | $95,862-82.2% | $79,550-78.6% | $134,475-87.3% |
| Participation rate | 40.0% | 75.0%-35.0pp | 69.5%-29.5pp | 81.2%-41.2pp |
| Annual return | -30.15% | -2.69%-27.5pp | 0.16%-30.3pp | 417.96%-448.1pp |
| Employer contribution / active EE | $802 | $3,128-74.4% | $2,413-66.8% | $4,740-83.1% |
| Participant deferral / active EE | $3,995 | $4,693-14.9% | $3,985+0.3% | $6,400-37.6% |
| Admin fee / account holder | $162 | $9,126-98.2% | $6,832-97.6% | $11,426-98.6% |