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 4-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 | $13,838 | $133,958-89.7% | $112,228-87.7% | $134,475-89.7% |
| Participation rate | 41.7% | 78.6%-36.9pp | 75.1%-33.4pp | 81.2%-39.6pp |
| Annual return | -31.04% | 47.11%-78.2pp | 27.45%-58.5pp | 417.96%-449.0pp |
| Employer contribution / active EE | $1,834 | $4,038-54.6% | $3,635-49.5% | $4,740-61.3% |
| Participant deferral / active EE | $2,923 | $5,291-44.7% | $4,728-38.2% | $6,400-54.3% |
| Admin fee / account holder | $291 | $7,489-96.1% | $6,410-95.5% | $11,426-97.5% |