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 | $29,695 | $92,222-67.8% | $76,768-61.3% | $135,375-78.1% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -9.87% | 5.46%-15.3pp | 2.43%-12.3pp | 519.73%-529.6pp |
| Employer contribution / active EE | $1,613 | $3,216-49.8% | $2,485-35.1% | $4,779-66.2% |
| Participant deferral / active EE | $1,613 | $4,509-64.2% | $3,852-58.1% | $5,609-71.2% |
| Admin fee / account holder | $119 | $10,748-98.9% | $6,675-98.2% | $10,827-98.9% |