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 | $58,126 | $167,307-65.3% | $143,757-59.6% | $134,475-56.8% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -27.45% | 0.46%-27.9pp | -0.04%-27.4pp | 417.96%-445.4pp |
| Employer contribution / active EE | $1,906 | $5,619-66.1% | $4,951-61.5% | $4,740-59.8% |
| Participant deferral / active EE | $7,673 | $6,446+19.0% | $5,637+36.1% | $6,400+19.9% |
| Admin fee / account holder | $229 | $18,088-98.7% | $14,673-98.4% | $11,426-98.0% |