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 | $36,801 | $117,690-68.7% | $71,735-48.7% | $134,475-72.6% |
| Participation rate | 17.6% | 68.8%-51.2pp | 62.3%-44.7pp | 81.2%-63.6pp |
| Annual return | -25.58% | 25.44%-51.0pp | 9.14%-34.7pp | 417.96%-443.5pp |
| Employer contribution / active EE | $615 | $2,525-75.6% | $1,704-63.9% | $4,740-87.0% |
| Participant deferral / active EE | $3,010 | $3,759-19.9% | $2,658+13.2% | $6,400-53.0% |
| Admin fee / account holder | $20 | $6,379-99.7% | $3,974-99.5% | $11,426-99.8% |