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 | $14,079 | $34,308-59.0% | $74,701-81.2% | $72,985-80.7% |
| Participation rate | 53.8% | 42.4%+11.5pp | 54.5%-0.6pp | 69.5%-15.6pp |
| Annual return | -1.19% | 26.58%-27.8pp | 752.92%-754.1pp | 81.00%-82.2pp |
| Employer contribution / active EE | $817 | $692+18.1% | $1,084-24.6% | $2,440-66.5% |
| Participant deferral / active EE | $2,202 | $1,271+73.2% | $1,964+12.1% | $3,607-39.0% |
| Admin fee / account holder | $0 | $2,124-100.0% | $3,333-100.0% | $5,124-100.0% |