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 4-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 | $14,460 | $53,162-72.8% | $91,220-84.1% | $68,494-78.9% |
| Participation rate | 50.0% | 63.2%-13.2pp | 73.2%-23.2pp | 67.9%-17.9pp |
| Annual return | -21.29% | -3.14%-18.1pp | 114.01%-135.3pp | -7.84%-13.4pp |
| Employer contribution / active EE | $1,747 | $1,709+2.2% | $2,850-38.7% | $2,596-32.7% |
| Participant deferral / active EE | $2,769 | $2,974-6.9% | $4,234-34.6% | $4,027-31.2% |
| Admin fee / account holder | $108 | $4,493-97.6% | $5,420-98.0% | $5,403-98.0% |