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 | $13,181 | $46,674-71.8% | $117,472-88.8% | $68,494-80.8% |
| Participation rate | 69.4% | 56.8%+12.7pp | 70.6%-1.1pp | 67.9%+1.6pp |
| Annual return | -19.94% | -14.52%-5.4pp | 29.74%-49.7pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,405 | $1,505-6.6% | $4,176-66.3% | $2,596-45.9% |
| Participant deferral / active EE | $2,895 | $2,636+9.8% | $4,070-28.9% | $4,027-28.1% |
| Admin fee / account holder | $17 | $4,020-99.6% | $5,645-99.7% | $5,403-99.7% |