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 6-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 | $14,008 | $45,863-69.5% | $77,024-81.8% | $68,494-79.5% |
| Participation rate | 17.4% | 55.9%-38.5pp | 67.9%-50.5pp | 67.9%-50.5pp |
| Annual return | -20.22% | 1.72%-21.9pp | 42.32%-62.5pp | -7.84%-12.4pp |
| Employer contribution / active EE | $510 | $1,650-69.1% | $2,812-81.9% | $2,596-80.3% |
| Participant deferral / active EE | $1,245 | $2,962-58.0% | $4,426-71.9% | $4,027-69.1% |
| Admin fee / account holder | $32 | $3,041-99.0% | $5,425-99.4% | $5,403-99.4% |