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 | $21,870 | $64,707-66.2% | $112,228-80.5% | $68,494-68.1% |
| Participation rate | 30.0% | 67.2%-37.2pp | 75.1%-45.1pp | 67.9%-37.9pp |
| Annual return | -30.15% | -11.40%-18.7pp | 27.45%-57.6pp | -7.84%-22.3pp |
| Employer contribution / active EE | $1,360 | $2,746-50.5% | $3,635-62.6% | $2,596-47.6% |
| Participant deferral / active EE | $2,025 | $3,565-43.2% | $4,728-57.2% | $4,027-49.7% |
| Admin fee / account holder | $291 | $5,232-94.4% | $6,410-95.5% | $5,403-94.6% |