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 | $16,918 | $77,634-78.2% | $156,549-89.2% | $62,891-73.1% |
| Participation rate | 28.2% | 71.2%-43.0pp | 84.0%-55.8pp | 69.3%-41.1pp |
| Annual return | -4.37% | 50.32%-54.7pp | 32.23%-36.6pp | 20.14%-24.5pp |
| Employer contribution / active EE | $542 | $3,444-84.3% | $5,501-90.1% | $2,281-76.2% |
| Participant deferral / active EE | $888 | $3,045-70.8% | $4,871-81.8% | $3,203-72.3% |
| Admin fee / account holder | $3 | $5,561-100.0% | $13,027-100.0% | $4,296-99.9% |