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 | $34,613 | $99,032-65.0% | $80,019-56.7% | $135,375-74.4% |
| Participation rate | 26.1% | 78.4%-52.3pp | 75.8%-49.7pp | 82.6%-56.6pp |
| Annual return | -11.21% | 15.39%-26.6pp | 11.22%-22.4pp | 519.73%-530.9pp |
| Employer contribution / active EE | $763 | $3,043-74.9% | $2,468-69.1% | $4,779-84.0% |
| Participant deferral / active EE | $1,480 | $4,282-65.4% | $3,686-59.8% | $5,609-73.6% |
| Admin fee / account holder | $172 | $10,436-98.4% | $6,521-97.4% | $10,827-98.4% |