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 | $28,711 | $46,674-38.5% | $117,472-75.6% | $68,494-58.1% |
| Participation rate | 36.6% | 56.8%-20.2pp | 70.6%-34.0pp | 67.9%-31.3pp |
| Annual return | -19.56% | -14.52%-5.0pp | 29.74%-49.3pp | -7.84%-11.7pp |
| Employer contribution / active EE | $977 | $1,505-35.1% | $4,176-76.6% | $2,596-62.4% |
| Participant deferral / active EE | $1,658 | $2,636-37.1% | $4,070-59.3% | $4,027-58.8% |
| Admin fee / account holder | $19 | $4,020-99.5% | $5,645-99.7% | $5,403-99.6% |