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 5-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 | $27,643 | $71,883-61.5% | $86,677-68.1% | $68,494-59.6% |
| Participation rate | 60.0% | 72.2%-12.2pp | 76.6%-16.6pp | 67.9%-7.9pp |
| Annual return | -20.03% | 3.52%-23.6pp | 35.91%-55.9pp | -7.84%-12.2pp |
| Employer contribution / active EE | $4,291 | $2,173+97.5% | $2,836+51.3% | $2,596+65.3% |
| Participant deferral / active EE | $8,487 | $3,779+124.6% | $4,656+82.3% | $4,027+110.7% |
| Admin fee / account holder | $6 | $6,112-99.9% | $7,493-99.9% | $5,403-99.9% |