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 3-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 | $15,513 | $97,044-84.0% | $83,333-81.4% | $135,375-88.5% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -13.94% | 12.31%-26.3pp | 10.63%-24.6pp | 519.73%-533.7pp |
| Employer contribution / active EE | $759 | $4,143-81.7% | $3,379-77.5% | $4,779-84.1% |
| Participant deferral / active EE | $3,585 | $5,964-39.9% | $5,565-35.6% | $5,609-36.1% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |