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 9-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 | $11,112 | $42,383-73.8% | $76,523-85.5% | $64,186-82.7% |
| Participation rate | 28.6% | 58.1%-29.6pp | 68.0%-39.4pp | 69.6%-41.0pp |
| Annual return | -31.58% | -16.54%-15.0pp | -0.27%-31.3pp | 7.63%-39.2pp |
| Employer contribution / active EE | $272 | $1,563-82.6% | $2,647-89.7% | $2,381-88.6% |
| Participant deferral / active EE | $2,441 | $2,566-4.9% | $3,835-36.4% | $3,470-29.6% |
| Admin fee / account holder | $0 | $3,198-100.0% | $4,848-100.0% | $4,888-100.0% |