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 | $11,173 | $43,327-74.2% | $59,878-81.3% | $64,186-82.6% |
| Participation rate | 32.0% | 69.2%-37.2pp | 74.7%-42.7pp | 69.6%-37.6pp |
| Annual return | -23.78% | -1.55%-22.2pp | 3.46%-27.2pp | 7.63%-31.4pp |
| Employer contribution / active EE | $372 | $2,028-81.7% | $2,722-86.3% | $2,381-84.4% |
| Participant deferral / active EE | $2,142 | $2,546-15.9% | $3,402-37.0% | $3,470-38.3% |
| Admin fee / account holder | $195 | $3,005-93.5% | $3,590-94.6% | $4,888-96.0% |