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 | $22,215 | $95,193-76.7% | $76,523-71.0% | $135,375-83.6% |
| Participation rate | 22.7% | 74.4%-51.7pp | 68.0%-45.3pp | 82.6%-59.9pp |
| Annual return | -11.28% | 4.85%-16.1pp | -0.27%-11.0pp | 519.73%-531.0pp |
| Employer contribution / active EE | $535 | $3,302-83.8% | $2,647-79.8% | $4,779-88.8% |
| Participant deferral / active EE | $2,039 | $4,639-56.1% | $3,835-46.9% | $5,609-63.7% |
| Admin fee / account holder | $177 | $6,249-97.2% | $4,848-96.4% | $10,827-98.4% |