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 | $54,769 | $62,586-12.5% | $76,768-28.7% | $64,186-14.7% |
| Participation rate | 67.7% | 72.8%-5.1pp | 77.0%-9.2pp | 69.6%-1.8pp |
| Annual return | -8.00% | -1.95%-6.1pp | 2.43%-10.4pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,228 | $1,832-33.0% | $2,485-50.6% | $2,381-48.4% |
| Participant deferral / active EE | $2,741 | $3,145-12.8% | $3,852-28.8% | $3,470-21.0% |
| Admin fee / account holder | $56 | $4,667-98.8% | $6,675-99.2% | $4,888-98.9% |