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 | $30,545 | $76,912-60.3% | $129,110-76.3% | $68,494-55.4% |
| Participation rate | 23.1% | 69.1%-46.1pp | 77.3%-54.2pp | 67.9%-44.8pp |
| Annual return | -22.56% | -9.78%-12.8pp | -10.94%-11.6pp | -7.84%-14.7pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,052-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,039 | $4,732-56.9% | $6,542-68.8% | $4,027-49.4% |
| Admin fee / account holder | $0 | $6,638-100.0% | $14,302-100.0% | $5,403-100.0% |