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 | $70,486 | $73,867-4.6% | $143,757-51.0% | $68,494+2.9% |
| Participation rate | 29.0% | 66.7%-37.6pp | 80.3%-51.3pp | 67.9%-38.9pp |
| Annual return | -23.82% | 1.01%-24.8pp | -0.04%-23.8pp | -7.84%-16.0pp |
| Employer contribution / active EE | $930 | $3,184-70.8% | $4,951-81.2% | $2,596-64.2% |
| Participant deferral / active EE | $2,252 | $3,384-33.5% | $5,637-60.0% | $4,027-44.1% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |