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 | $20,292 | $118,450-82.9% | $98,439-79.4% | $139,434-85.4% |
| Participation rate | 16.7% | 77.4%-60.8pp | 75.2%-58.5pp | 80.3%-63.7pp |
| Annual return | -20.94% | 18.94%-39.9pp | 21.16%-42.1pp | 372.94%-393.9pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,629 | $5,392-69.8% | $4,738-65.6% | $6,710-75.7% |
| Admin fee / account holder | $198 | $14,026-98.6% | $8,948-97.8% | $11,403-98.3% |