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 9-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 | $16,325 | $82,286-80.2% | $68,791-76.3% | $134,475-87.9% |
| Participation rate | 58.3% | 75.1%-16.7pp | 69.0%-10.7pp | 81.2%-22.9pp |
| Annual return | -21.77% | -2.19%-19.6pp | -6.38%-15.4pp | 417.96%-439.7pp |
| Employer contribution / active EE | $873 | $3,301-73.5% | $2,655-67.1% | $4,740-81.6% |
| Participant deferral / active EE | $1,483 | $4,739-68.7% | $3,941-62.4% | $6,400-76.8% |
| Admin fee / account holder | $16 | $6,481-99.8% | $4,932-99.7% | $11,426-99.9% |