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 | $69,934 | $110,257-36.6% | $96,544-27.6% | $139,434-49.8% |
| Participation rate | 54.2% | 78.1%-23.9pp | 76.0%-21.8pp | 80.3%-26.2pp |
| Annual return | -1.27% | 26.32%-27.6pp | 25.84%-27.1pp | 372.94%-374.2pp |
| Employer contribution / active EE | $1,833 | $3,620-49.4% | $2,965-38.2% | $4,751-61.4% |
| Participant deferral / active EE | $3,915 | $5,548-29.4% | $4,851-19.3% | $6,710-41.7% |
| Admin fee / account holder | $220 | $11,591-98.1% | $8,252-97.3% | $11,403-98.1% |