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 | $55,689 | $90,519-38.5% | $93,789-40.6% | $134,475-58.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 81.0%-31.0pp | 81.2%-31.2pp |
| Annual return | -20.76% | -15.72%-5.0pp | -11.33%-9.4pp | 417.96%-438.7pp |
| Employer contribution / active EE | $3,029 | $4,343-30.2% | $4,323-29.9% | $4,740-36.1% |
| Participant deferral / active EE | $5,387 | $5,978-9.9% | $6,094-11.6% | $6,400-15.8% |
| Admin fee / account holder | $51 | $9,252-99.5% | $7,195-99.3% | $11,426-99.6% |