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 | $22,608 | $54,229-58.3% | $70,092-67.7% | $68,494-67.0% |
| Participation rate | 44.0% | 64.5%-20.5pp | 70.5%-26.5pp | 67.9%-23.9pp |
| Annual return | -23.75% | -13.87%-9.9pp | 190.73%-214.5pp | -7.84%-15.9pp |
| Employer contribution / active EE | $1,284 | $2,018-36.4% | $2,559-49.8% | $2,596-50.6% |
| Participant deferral / active EE | $2,362 | $2,956-20.1% | $3,849-38.6% | $4,027-41.3% |
| Admin fee / account holder | $38 | $4,694-99.2% | $6,267-99.4% | $5,403-99.3% |