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 7-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 | $34,428 | $42,383-18.8% | $76,523-55.0% | $64,186-46.4% |
| Participation rate | 32.1% | 58.1%-26.0pp | 68.0%-35.9pp | 69.6%-37.4pp |
| Annual return | -8.98% | -16.54%+7.6pp | -0.27%-8.7pp | 7.63%-16.6pp |
| Employer contribution / active EE | $663 | $1,563-57.6% | $2,647-75.0% | $2,381-72.1% |
| Participant deferral / active EE | $4,710 | $2,566+83.5% | $3,835+22.8% | $3,470+35.8% |
| Admin fee / account holder | $223 | $3,198-93.0% | $4,848-95.4% | $4,888-95.4% |