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 | $23,983 | $73,004-67.1% | $90,749-73.6% | $68,494-65.0% |
| Participation rate | 62.2% | 70.8%-8.6pp | 75.7%-13.5pp | 67.9%-5.7pp |
| Annual return | -26.69% | -13.81%-12.9pp | -12.16%-14.5pp | -7.84%-18.8pp |
| Employer contribution / active EE | $3,461 | $2,193+57.8% | $2,921+18.5% | $2,596+33.3% |
| Participant deferral / active EE | $7,730 | $3,627+113.1% | $4,564+69.4% | $4,027+91.9% |
| Admin fee / account holder | $67 | $5,896-98.9% | $8,445-99.2% | $5,403-98.8% |