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 | $40,365 | $95,971-57.9% | $74,550-45.9% | $135,375-70.2% |
| Participation rate | 25.0% | 75.7%-50.7pp | 69.1%-44.1pp | 82.6%-57.6pp |
| Annual return | -9.53% | 56.96%-66.5pp | 32.53%-42.1pp | 519.73%-529.3pp |
| Employer contribution / active EE | $1,089 | $2,716-59.9% | $1,961-44.5% | $4,779-77.2% |
| Participant deferral / active EE | $1,420 | $3,843-63.1% | $3,108-54.3% | $5,609-74.7% |
| Admin fee / account holder | $169 | $6,522-97.4% | $5,060-96.7% | $10,827-98.4% |