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 | $14,810 | $76,000-80.5% | $154,107-90.4% | $64,186-76.9% |
| Participation rate | 69.0% | 70.4%-1.5pp | 83.0%-14.1pp | 69.6%-0.6pp |
| Annual return | -8.23% | 30.32%-38.5pp | 735.12%-743.3pp | 7.63%-15.9pp |
| Employer contribution / active EE | $609 | $3,351-81.8% | $5,298-88.5% | $2,381-74.4% |
| Participant deferral / active EE | $1,542 | $3,175-51.4% | $5,081-69.6% | $3,470-55.5% |
| Admin fee / account holder | $227 | $5,596-95.9% | $13,411-98.3% | $4,888-95.4% |