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 | $26,638 | $49,177-45.8% | $79,464-66.5% | $64,186-58.5% |
| Participation rate | 57.9% | 65.0%-7.1pp | 73.3%-15.5pp | 69.6%-11.7pp |
| Annual return | -9.07% | -1.16%-7.9pp | 718.14%-727.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,075 | $2,076-48.2% | $2,800-61.6% | $2,381-54.9% |
| Participant deferral / active EE | $2,097 | $2,821-25.7% | $3,704-43.4% | $3,470-39.6% |
| Admin fee / account holder | $8 | $3,839-99.8% | $5,113-99.8% | $4,888-99.8% |