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 | $11,761 | $32,117-63.4% | $71,086-83.5% | $64,186-81.7% |
| Participation rate | 44.3% | 42.7%+1.6pp | 54.7%-10.4pp | 69.6%-25.3pp |
| Annual return | -10.96% | -5.57%-5.4pp | 650.59%-661.5pp | 7.63%-18.6pp |
| Employer contribution / active EE | $1,079 | $712+51.5% | $1,088-0.8% | $2,381-54.7% |
| Participant deferral / active EE | $2,039 | $1,263+61.4% | $1,874+8.8% | $3,470-41.2% |
| Admin fee / account holder | $18 | $2,759-99.4% | $3,082-99.4% | $4,888-99.6% |