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 | $99,600 | $42,383+135.0% | $76,523+30.2% | $64,186+55.2% |
| Participation rate | 12.4% | 58.1%-45.8pp | 68.0%-55.6pp | 69.6%-57.2pp |
| Annual return | -10.79% | -16.54%+5.7pp | -0.27%-10.5pp | 7.63%-18.4pp |
| Employer contribution / active EE | $458 | $1,563-70.7% | $2,647-82.7% | $2,381-80.8% |
| Participant deferral / active EE | $890 | $2,566-65.3% | $3,835-76.8% | $3,470-74.4% |
| Admin fee / account holder | $10 | $3,198-99.7% | $4,848-99.8% | $4,888-99.8% |