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 | $21,765 | $152,509-85.7% | $117,472-81.5% | $134,475-83.8% |
| Participation rate | 56.5% | 77.1%-20.6pp | 70.6%-14.1pp | 81.2%-24.7pp |
| Annual return | -21.28% | 52.99%-74.3pp | 29.74%-51.0pp | 417.96%-439.2pp |
| Employer contribution / active EE | $273 | $5,571-95.1% | $4,176-93.5% | $4,740-94.2% |
| Participant deferral / active EE | $1,778 | $4,818-63.1% | $4,070-56.3% | $6,400-72.2% |
| Admin fee / account holder | $144 | $7,004-97.9% | $5,645-97.4% | $11,426-98.7% |