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 | $29,580 | $72,607-59.3% | $90,749-67.4% | $66,914-55.8% |
| Participation rate | 53.2% | 73.7%-20.5pp | 75.7%-22.5pp | 69.8%-16.6pp |
| Annual return | -19.82% | -12.28%-7.5pp | -12.16%-7.7pp | 1.58%-21.4pp |
| Employer contribution / active EE | $741 | $2,369-68.7% | $2,921-74.6% | $2,544-70.9% |
| Participant deferral / active EE | $2,938 | $3,977-26.1% | $4,564-35.6% | $4,237-30.7% |
| Admin fee / account holder | $152 | $707-78.6% | $8,445-98.2% | $593-74.4% |