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 10-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 | $66,053 | $62,586+5.5% | $76,768-14.0% | $64,186+2.9% |
| Participation rate | 61.5% | 72.8%-11.3pp | 77.0%-15.4pp | 69.6%-8.0pp |
| Annual return | -8.99% | -1.95%-7.0pp | 2.43%-11.4pp | 7.63%-16.6pp |
| Employer contribution / active EE | $869 | $1,832-52.6% | $2,485-65.0% | $2,381-63.5% |
| Participant deferral / active EE | $1,525 | $3,145-51.5% | $3,852-60.4% | $3,470-56.0% |
| Admin fee / account holder | $250 | $4,667-94.6% | $6,675-96.3% | $4,888-94.9% |