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 | $35,677 | $76,000-53.1% | $154,107-76.8% | $64,186-44.4% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | -8.56% | 30.32%-38.9pp | 735.12%-743.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $463 | $3,351-86.2% | $5,298-91.3% | $2,381-80.6% |
| Participant deferral / active EE | $2,869 | $3,175-9.6% | $5,081-43.5% | $3,470-17.3% |
| Admin fee / account holder | $154 | $5,596-97.2% | $13,411-98.9% | $4,888-96.9% |