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 6-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 | $15,306 | $42,894-64.3% | $60,874-74.9% | $68,494-77.7% |
| Participation rate | 46.4% | 66.8%-20.4pp | 73.1%-26.7pp | 67.9%-21.5pp |
| Annual return | -21.90% | -13.98%-7.9pp | 16.90%-38.8pp | -7.84%-14.1pp |
| Employer contribution / active EE | $1,015 | $1,978-48.7% | $2,701-62.4% | $2,596-60.9% |
| Participant deferral / active EE | $2,519 | $2,867-12.1% | $3,817-34.0% | $4,027-37.5% |
| Admin fee / account holder | $284 | $3,101-90.8% | $3,224-91.2% | $5,403-94.7% |