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 | $27,470 | $93,346-70.6% | $71,796-61.7% | $273,961-90.0% |
| Participation rate | 22.2% | 76.5%-54.3pp | 69.1%-46.9pp | 83.0%-60.8pp |
| Annual return | -12.99% | 130.39%-143.4pp | 78.04%-91.0pp | 41.45%-54.4pp |
| Employer contribution / active EE | $532 | $2,733-80.6% | $1,924-72.4% | $4,869-89.1% |
| Participant deferral / active EE | $1,263 | $3,475-63.7% | $2,794-54.8% | $5,287-76.1% |
| Admin fee / account holder | $179 | $6,571-97.3% | $4,815-96.3% | $10,132-98.2% |