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 | $38,237 | $84,527-54.8% | $67,711-43.5% | $125,391-69.5% |
| Participation rate | 50.0% | 74.8%-24.8pp | 67.5%-17.5pp | 83.2%-33.2pp |
| Annual return | -4.26% | 2.57%-6.8pp | 25.41%-29.7pp | 282.22%-286.5pp |
| Employer contribution / active EE | $756 | $3,292-77.0% | $2,559-70.5% | $4,866-84.5% |
| Participant deferral / active EE | $6,322 | $4,429+42.7% | $3,585+76.3% | $5,352+18.1% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |