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 | $14,963 | $133,958-88.8% | $112,228-86.7% | $134,475-88.9% |
| Participation rate | 55.0% | 78.6%-23.6pp | 75.1%-20.1pp | 81.2%-26.2pp |
| Annual return | -22.50% | 47.11%-69.6pp | 27.45%-50.0pp | 417.96%-440.5pp |
| Employer contribution / active EE | $1,809 | $4,038-55.2% | $3,635-50.2% | $4,740-61.8% |
| Participant deferral / active EE | $2,601 | $5,291-50.8% | $4,728-45.0% | $6,400-59.4% |
| Admin fee / account holder | $223 | $7,489-97.0% | $6,410-96.5% | $11,426-98.0% |