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 | $26,642 | $64,707-58.8% | $112,228-76.3% | $68,494-61.1% |
| Participation rate | 25.0% | 67.2%-42.2pp | 75.1%-50.1pp | 67.9%-42.9pp |
| Annual return | -21.53% | -11.40%-10.1pp | 27.45%-49.0pp | -7.84%-13.7pp |
| Employer contribution / active EE | $892 | $2,746-67.5% | $3,635-75.5% | $2,596-65.6% |
| Participant deferral / active EE | $1,858 | $3,565-47.9% | $4,728-60.7% | $4,027-53.9% |
| Admin fee / account holder | $19 | $5,232-99.6% | $6,410-99.7% | $5,403-99.6% |