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 | $17,664 | $90,519-80.5% | $93,789-81.2% | $134,475-86.9% |
| Participation rate | 36.8% | 82.0%-45.1pp | 81.0%-44.1pp | 81.2%-44.4pp |
| Annual return | -23.02% | -15.72%-7.3pp | -11.33%-11.7pp | 417.96%-441.0pp |
| Employer contribution / active EE | $1,243 | $4,343-71.4% | $4,323-71.2% | $4,740-73.8% |
| Participant deferral / active EE | $2,531 | $5,978-57.7% | $6,094-58.5% | $6,400-60.5% |
| Admin fee / account holder | $137 | $9,252-98.5% | $7,195-98.1% | $11,426-98.8% |