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 | $20,340 | $73,867-72.5% | $143,757-85.9% | $68,494-70.3% |
| Participation rate | 34.2% | 66.7%-32.4pp | 80.3%-46.1pp | 67.9%-33.7pp |
| Annual return | -21.43% | 1.01%-22.4pp | -0.04%-21.4pp | -7.84%-13.6pp |
| Employer contribution / active EE | $720 | $3,184-77.4% | $4,951-85.5% | $2,596-72.3% |
| Participant deferral / active EE | $1,183 | $3,384-65.0% | $5,637-79.0% | $4,027-70.6% |
| Admin fee / account holder | $171 | $5,755-97.0% | $14,673-98.8% | $5,403-96.8% |