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 | $16,402 | $84,527-80.6% | $67,711-75.8% | $125,391-86.9% |
| Participation rate | 47.1% | 74.8%-27.7pp | 67.5%-20.5pp | 83.2%-36.1pp |
| Annual return | -6.89% | 2.57%-9.5pp | 25.41%-32.3pp | 282.22%-289.1pp |
| Employer contribution / active EE | $1,062 | $3,292-67.7% | $2,559-58.5% | $4,866-78.2% |
| Participant deferral / active EE | $3,128 | $4,429-29.4% | $3,585-12.7% | $5,352-41.5% |
| Admin fee / account holder | $221 | $5,340-95.9% | $4,255-94.8% | $9,540-97.7% |