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 | $22,422 | $100,754-77.7% | $86,677-74.1% | $134,475-83.3% |
| Participation rate | 16.7% | 78.9%-62.3pp | 76.6%-59.9pp | 81.2%-64.6pp |
| Annual return | -20.34% | 29.04%-49.4pp | 35.91%-56.2pp | 417.96%-438.3pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $66 | $10,926-99.4% | $7,493-99.1% | $11,426-99.4% |