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 | $39,764 | $107,791-63.1% | $90,645-56.1% | $135,375-70.6% |
| Participation rate | 30.8% | 78.0%-47.3pp | 74.0%-43.3pp | 82.6%-51.9pp |
| Annual return | -9.74% | -0.90%-8.8pp | 1.88%-11.6pp | 519.73%-529.5pp |
| Employer contribution / active EE | $1,056 | $3,018-65.0% | $2,532-58.3% | $4,779-77.9% |
| Participant deferral / active EE | $2,400 | $3,872-38.0% | $3,425-29.9% | $5,609-57.2% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |