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 | $17,605 | $64,707-72.8% | $112,228-84.3% | $68,494-74.3% |
| Participation rate | 34.0% | 67.2%-33.2pp | 75.1%-41.1pp | 67.9%-33.9pp |
| Annual return | -21.86% | -11.40%-10.5pp | 27.45%-49.3pp | -7.84%-14.0pp |
| Employer contribution / active EE | $959 | $2,746-65.1% | $3,635-73.6% | $2,596-63.1% |
| Participant deferral / active EE | $2,543 | $3,565-28.7% | $4,728-46.2% | $4,027-36.8% |
| Admin fee / account holder | $85 | $5,232-98.4% | $6,410-98.7% | $5,403-98.4% |