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 | $17,792 | $133,958-86.7% | $112,228-84.1% | $134,475-86.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -21.21% | 47.11%-68.3pp | 27.45%-48.7pp | 417.96%-439.2pp |
| Employer contribution / active EE | $2,125 | $4,038-47.4% | $3,635-41.5% | $4,740-55.2% |
| Participant deferral / active EE | $4,571 | $5,291-13.6% | $4,728-3.3% | $6,400-28.6% |
| Admin fee / account holder | $20 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |