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 4-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 | $8,700 | $45,863-81.0% | $77,024-88.7% | $68,494-87.3% |
| Participation rate | 22.2% | 55.9%-33.7pp | 67.9%-45.7pp | 67.9%-45.7pp |
| Annual return | -44.52% | 1.72%-46.2pp | 42.32%-86.8pp | -7.84%-36.7pp |
| Employer contribution / active EE | $569 | $1,650-65.5% | $2,812-79.8% | $2,596-78.1% |
| Participant deferral / active EE | $1,304 | $2,962-56.0% | $4,426-70.5% | $4,027-67.6% |
| Admin fee / account holder | $199 | $3,041-93.5% | $5,425-96.3% | $5,403-96.3% |