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 | $10,984 | $82,286-86.7% | $68,791-84.0% | $134,475-91.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.0%-9.0pp | 81.2%-21.2pp |
| Annual return | -24.12% | -2.19%-21.9pp | -6.38%-17.7pp | 417.96%-442.1pp |
| Employer contribution / active EE | $878 | $3,301-73.4% | $2,655-66.9% | $4,740-81.5% |
| Participant deferral / active EE | $3,217 | $4,739-32.1% | $3,941-18.4% | $6,400-49.7% |
| Admin fee / account holder | $161 | $6,481-97.5% | $4,932-96.7% | $11,426-98.6% |