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 | $119,534 | $64,707+84.7% | $112,228+6.5% | $68,494+74.5% |
| Participation rate | 23.7% | 67.2%-43.4pp | 75.1%-51.3pp | 67.9%-44.2pp |
| Annual return | -23.19% | -11.40%-11.8pp | 27.45%-50.6pp | -7.84%-15.3pp |
| Employer contribution / active EE | $1,480 | $2,746-46.1% | $3,635-59.3% | $2,596-43.0% |
| Participant deferral / active EE | $2,591 | $3,565-27.3% | $4,728-45.2% | $4,027-35.7% |
| Admin fee / account holder | $126 | $5,232-97.6% | $6,410-98.0% | $5,403-97.7% |