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 8-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 | $34,507 | $46,674-26.1% | $117,472-70.6% | $68,494-49.6% |
| Participation rate | 15.8% | 56.8%-41.0pp | 70.6%-54.8pp | 67.9%-52.1pp |
| Annual return | -21.08% | -14.52%-6.6pp | 29.74%-50.8pp | -7.84%-13.2pp |
| Employer contribution / active EE | $622 | $1,505-58.7% | $4,176-85.1% | $2,596-76.1% |
| Participant deferral / active EE | $1,162 | $2,636-55.9% | $4,070-71.4% | $4,027-71.1% |
| Admin fee / account holder | $0 | $4,020-100.0% | $5,645-100.0% | $5,403-100.0% |