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 | $55,445 | $59,805-7.3% | $79,550-30.3% | $68,494-19.1% |
| Participation rate | 64.1% | 61.1%+3.0pp | 69.5%-5.4pp | 67.9%-3.8pp |
| Annual return | -38.89% | -12.30%-26.6pp | 0.16%-39.1pp | -7.84%-31.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,357 | $3,024+11.0% | $3,985-15.8% | $4,027-16.6% |
| Admin fee / account holder | $66 | $4,835-98.6% | $6,832-99.0% | $5,403-98.8% |