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 6-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 | $12,201 | $67,331-81.9% | $60,874-80.0% | $134,475-90.9% |
| Participation rate | 45.5% | 76.2%-30.7pp | 73.1%-27.7pp | 81.2%-35.8pp |
| Annual return | -21.96% | 49.93%-71.9pp | 16.90%-38.9pp | 417.96%-439.9pp |
| Employer contribution / active EE | $1,364 | $3,096-56.0% | $2,701-49.5% | $4,740-71.2% |
| Participant deferral / active EE | $1,559 | $4,538-65.6% | $3,817-59.2% | $6,400-75.6% |
| Admin fee / account holder | $90 | $4,582-98.0% | $3,224-97.2% | $11,426-99.2% |