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 7-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 | $22,968 | $129,942-82.3% | $104,294-78.0% | $134,475-82.9% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -22.42% | 42.03%-64.4pp | 24.61%-47.0pp | 417.96%-440.4pp |
| Employer contribution / active EE | $846 | $4,184-79.8% | $3,372-74.9% | $4,740-82.1% |
| Participant deferral / active EE | $1,751 | $5,588-68.7% | $4,625-62.1% | $6,400-72.6% |
| Admin fee / account holder | $116 | $9,323-98.8% | $7,339-98.4% | $11,426-99.0% |