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 | $90,634 | $77,813+16.5% | $123,544-26.6% | $64,186+41.2% |
| Participation rate | 65.9% | 74.7%-8.8pp | 82.3%-16.4pp | 69.6%-3.7pp |
| Annual return | -9.12% | 12.48%-21.6pp | 119.20%-128.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $2,116 | $3,014-29.8% | $4,628-54.3% | $2,381-11.1% |
| Participant deferral / active EE | $4,377 | $5,240-16.5% | $6,426-31.9% | $3,470+26.2% |
| Admin fee / account holder | $89 | $5,519-98.4% | $9,284-99.0% | $4,888-98.2% |