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 | $16,317 | $49,227-66.9% | $70,449-76.8% | $79,858-79.6% |
| Participation rate | 63.0% | 69.2%-6.2pp | 75.1%-12.1pp | 69.6%-6.7pp |
| Annual return | -0.08% | 30.06%-30.1pp | 109.03%-109.1pp | 31.71%-31.8pp |
| Employer contribution / active EE | $1,742 | $2,099-17.0% | $2,737-36.3% | $2,471-29.5% |
| Participant deferral / active EE | $2,085 | $2,768-24.7% | $3,709-43.8% | $3,740-44.3% |
| Admin fee / account holder | $228 | $2,878-92.1% | $3,845-94.1% | $5,306-95.7% |