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 | $20,413 | $103,949-80.4% | $69,182-70.5% | $273,961-92.5% |
| Participation rate | 57.1% | 67.4%-10.2pp | 55.1%+2.0pp | 83.0%-25.9pp |
| Annual return | -6.53% | 35.28%-41.8pp | -21.93%+15.4pp | 41.45%-48.0pp |
| Employer contribution / active EE | $940 | $1,783-47.3% | $1,206-22.1% | $4,869-80.7% |
| Participant deferral / active EE | $4,382 | $2,716+61.3% | $1,897+131.0% | $5,287-17.1% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |